AccountEdge

DIY Import Guide

How to Import Your Data into AccountEdge

Technical reference for importing and exporting data — file formats, import order, error codes, and troubleshooting.

Importing/Exporting with AccountEdge

Importing/Exporting with Other Applications

Importing General Journal Entries with Jobs

Separating Records in Excel for Import

Using AppleScript for Import / Export

Client Accounting Suite (CAS) Import User Guide

Client Accounting Suite FAQs

Where to start, what can be imported, and when manual entry is the better path.

Bringing In Your Data

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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