Being able to export and import information about clients, bookings and journal entries is important for several reasons. Firstly, your clients must be able to access their records in a quick and easy way when they request it. Also, it is absolutely essential to be able to export and import information quickly when you decide to switch from one system to another. Therefore, EasyPractice has designed an easily accessible Import / Export function that makes it possible to import and export files completely free of charge. With the Import / Export function you can, among other things:
- Retrieve detailed information about journals, bookings, invoices and much more.
- Decide between which date range the information should be retrieved.
- Import CSV files with client information and records directly to EasyPractice.
Do you need help importing records and client lists? Or do you not have the ability to extract the files in CSV format from your current system? In that case, feel free to contact us at [email protected]. We can arrange a secure external upload and import your files manually – of course, this would be at no extra cost.
Full control over your own data
For us at EasyPractice, it is important that our users have full control over their own saved data, without having to go through us to retrieve it and without paying anything for the export. To export a file, simply log in to your EasyPractice account and then go to 'Settings' -> 'Import / Export'. Here you choose which information you want to retrieve and within which date range. Then click on "Export". Within a few minutes, the file will be available for download, and will remain available for the next 24 hours.
You can choose to export a wealth of information from EasyPractice. The lists are detailed and contain different categories depending on the type of file you choose to download. For example, does your accounting firm need more detailed information about your invoices? Then you can quickly and easily download a list of all your invoices in the last month, with information about payment date, amount, payment type, VAT and much more.
Get started right away!
Whether you are interested in testing our Import/Export function or you have any thoughts on how to make the best use of the function Create a free account with us today and try the function completely free of charge, or contact us directly at [email protected] and we can help you further. We look forward to hearing from you!