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Export of data

We need to be able to export data - I'm specifically wanting clients & customer info, but I'm sure in future other data will need to be exported too.
Status: Completed3 comments

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Comments3

  • Mikel from Gorelo changed status to Completed
    TeamPinned

    We've built a new import/export page for Clients/Contacts/Products -- navigate to Settings --> Import & Export

  • Tomato Melon

    Great idea, Zac! I know personally we would like to get a lot of our ticket information from ConnectWise (especially in internal notes) to be exported over to Gorelo.

    • Purple Exoplanet

      I would call that more of an import. I would like to export data to plug into other services, e.g. update our 3CX phone book.