If you use QuickBooks, you can canually create an Excel spreadsheet of customers to export out of QuickBooks and import into Omnibasis.
If you manage your contacts in QuickBooks, you can bring your customer list into Omnibasis by downloading an Excel spreadsheet (XLS). The following steps are for Quickbooks Online's 2019 version. Keep in mind that there are several different versions of QuickBooks and there are different packages available. If you're having trouble exporting your contacts, please see QuickBooks support.
- From the Dashboard, click Sales \ Customers.
- Select the customers you want to export.
- Click Export to Excel and save your file.
Once you've created your file, make sure the data is formatted correctly. There are a couple of columns that are exported from Quickbooks that don't match the standard contact headings in order to import into omniContacts. For example, Quickbooks uses a "Customer" column to store first and last names. In Omnibasis, first names and last names need to be separated into different columns. If there are unmatched columns that you don't need, you can delete them before you import the file into Omnibasis.
When you're ready, it's time to upload your spreadsheet into your Omnibasis account so you can start communicating with your customers using powerful Omnibasis solutions for marketing and CRM.