Accounting Ideas

Export contacts in import template

I would like the ability to export the contact records out to the import template, this will allow an easy swap over when businesses change status i.e sole trader to Ltd and need to setup a new company, instead of pulling csv files out which do not hold all the relevant information, therefore slowing the process down.

(ideally to be able to export everything out of a contact record toggled in the configure wheel if not able to have a pre built export template)

  • Guest
  • Jun 16 2020
  • Great Ideas Delivered
  • Oct 24, 2023

    Admin response

    Hello All,

    We are happy to tell you this has now been delivered!

    For more information please look out for the 'What's New' In-Product message which will outline what has been released and how to take advantage of this functionality.

    Kind regards

    Sage Accounting Team