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A practical guide for both business users and technical teams: setup, workflow, billing, and support with a production-safe structure.

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All topicsAccount and billingAccount and securityAccountingAutomationCommunicationData migrationDocumentsGetting startedHelpMaster dataPaymentsReportsSetup

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Data migration

Import data from another system

Export complete records from the old system and keep an unchanged backup. Start with a small representative file. Issued invoices require their original PDFs; a missing original blocks the import preview.

2 min readOpen guide