You can import clients, leads, projects, invoices and expenses. Tasks, notes, events and people are added in the app.
- Go to the page for what you're importing: Clients (or its Pipeline tab for leads), Projects, or Payments (Invoices or Expenses).
- Click the small arrow next to the page's add button and choose Import from CSV.
- Click Download template, fill it in with your spreadsheet app and save it as CSV.
- Choose the file. gridOS shows every row first, with what's wrong in each one.
- Click the import button; it says how many rows go in. Rows with a problem are skipped and listed.
If an invoice or project names a client that isn't in gridOS yet, the import creates it. To link invoices to projects, import the projects first. Clients already in gridOS with the same name are skipped, so importing twice doesn't duplicate them.
Importing is meant for the computer: on phones and tablets the arrow next to the add button isn't shown.