Article Content:
Welcome to Rebolt!
To ensure a seamless transition and keep your business running smoothly, you’ll need to export your current data from QuickBooks. This guide outlines the specific steps and files required to move your information into the Rebolt CRM.
Before You Begin
To ensure complete compatibility with Rebolt, all files must be exported in CSV format. While QuickBooks exports to Excel (.xlsx file) by default, please ensure you save/convert the final file as a .csv before sharing with Rebolt.
1. Export Your Clients
QuickBooks allows you to export your customer list directly from the Customers page.
Go to All apps, then Customer Hub, then Customers.
Select the Export icon (located next to the Print icon).
Choose Export to Excel.
Open the downloaded Excel file and Save As a CSV (Comma Separated Values) file.
Required Fields:
Name, Company, and Email Address.
Phone number.
Address (Billing and Service).
Notes (if you wish to keep internal customer records).
QuickBooks Help Article: Export customer data to Excel
2. Final Steps: Submitting Your Data
Once you have saved your client list as a CSV file, please follow these steps to complete your migration:
Contact Support: Reach out to the Rebolt Support team via Chat or email at [email protected].
Attach Your Files: Attach your QuickBooks_Customers.csv file.
Request Import: Ask our team to begin the manual import process.
Data Structure Requirements:
Emails must be included for all Clients to ensure they can receive communications through Rebolt.
Our team handles the data upload manually to ensure everything maps correctly to your new Rebolt account.
Need Assistance?
If you have questions about the export process, you can refer to the QuickBooks support team or the help article linked above.
If you would like a Rebolt expert to review your file before the final migration, feel free to send it over via secure upload or email.