importing customers from one business to another

ChannelkChannelk Member Posts: 2

Hi. I am shutting down one business and moving to a new one. I would like to import all my customers from the old business to the new one. Is this possible and if so how? Any help appreciated.

edited March 31, 2021 in Using Wave

Comments

  • ChannelkChannelk Member Posts: 2

    I would like to thank this community for the excellent support. I hope you all get exactly the same number of responses as I did.

  • MikegMikeg Member Posts: 995 ✭✭✭

    @Channelk,
    You cannot export directly from one business to another. However you can import from a CSV file your customers into the new business. You can export your customers from the old business by going to settings/data export. Export all transactions to a CSV. In the zip file you receive, there will be a csv of customers. That should give you a pretty good start.
    Sometimes it takes playing around with the software to find features and capabilities. This is something I just learned it can do based on your post.

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