integration

ferdinand

good day
istarted using wave as a sole trader now i am operation as a company. my problem is most of my clients are still the same and i need a quick way to move them to the company profile instead of recreating them in the company one by one. thank you in advance

JamieD

Hey @ferdinand. The best thing that you can do in this situation is export your contact data in Wave -- you can do this under Settings > Others > Export Data. Although it says Export All Transactions, this will still include the majority of your accounting data, including your customers. With that being said, once you have exported the data, you can simply import the list under the Customers section in Wave as well (see screenshot).