Automations
When something happens, the work prepares itself.
DiscoverManagement area
Data import
Import customers, products, invoices, quotes, projects, contracts, expenses and hours from the exports of your current software. Available in every plan and also during the trial.
What you can do
Guided procedure: upload, match columns, check, import
Historical invoices and e-invoice XML files, even in a ZIP
A dry run before writing and undo within 7 days
More features in the Management area
All 19 featuresCustom domain
Use an address of your own instead of the one included in the plan.
DiscoverCustomer messages
One conversation with each customer, in the portal.
DiscoverWant to see Data import live?
Try free for 30 days: no credit card needed to start.
Try free for 30 days