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Is there a way to copy existing customers from one business in Wave to another business in Wave?

birdiebirdie Member Posts: 3

I've created a new business in wave but it will be servicing exactly the same customer list as those in the primary company. Is there any way of avoiding the arduous re-input task by simply copying the customer list details across?

Many thanks for your help.

in Sales & Invoicing Technical Support

Comments

  • ShaunBShaunB Member Posts: 3

    Hi Birdie,
    I see under settings (in your old company) you can export the data. Use the CSV format. Then in the new company select customers and you will you see IMPORT on the top right. Again select CSV and hopefully this will save you some time.
    Ciao

  • birdiebirdie Member Posts: 3

    Thank you so much!

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