Below is a list of all the data that can be imported into your Firm360 account. Please download the template and fill it out with the required information. Once completed, upload it to your Office client #1000 and send an email to support@myfirm360.com notifying us of it so that we can begin evaluating.
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Client Data Template (main client list with primary contacts) / Additional Contact
- Step-By-Step Video Demo: Client Data Import Guide
- Fixed Billable Items (Expenses) Template
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WIP Time Template
- Step-By-Step Video Demo: WIP or Time Import Guide
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Current Tax Projects and Extensions Template
- This template allows users to import projects (open or closed), assigned due date and extension if applicable.
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Invoice Import / Payments Template (account credits)
- Step-By-Step Video Demo: Invoice & Payments Import Guide
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Client Custom Fields Template (Optional)
- Use case: Only needed after client data has been imported and you forgot to add in client custom fields in initial client data template import (step 1).
- Step-By-Step Video Demo: Client Custom Fields: How to Use and Import them
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Activities Template
- Optional (not common to import but option is available if needed).
Import Template Spreadsheets:
Click the links below to download it onto your computer:
- Firm360 - Client Custom Field Bulk Import Template.xlsx9 KB
- Firm360 - Invoice Import Templatev3.xlsx10 KB
- Firm360 - Fixed Billable Item - Expense Template.xlsx10 KB
- Firm360 - Activities Import Template.xlsx9 KB
- Firm360 - Client Data Import Templatev2.xlsx200 KB
- Firm360 - WIP Time Import Template.xlsx10 KB
- Firm360 - Current Tax Projects and Extensions (One Off Projects).xlsx10 KB