In Freshbooks, user can Import – Users, Clients, Projects, Tasks and Time entries and can Export - Clients, Client contacts (users), Projects and Tasks.
Import:
To import the data to Talygen, follow the below given steps.
1. Go to Full Menu > Integration.
2. Click on Freshbooks icon.
3. Enter the Login details.
4. Click 'Authenticate' to Log-in.
5. Click on 'Import' to import data from Freshbooks.
6. Click 'Confirm' to import the data.
7. Click 'Ok'.
To view the imported data, click on 'View Imported data'.
Note-Before Importing data, Talyen checks the package subscription. If you have to import more number of projects and users than subscribed package, please subscribe to the suitable package.
Export:
To Export the data from Talygen, follow the below given steps.
1. Go to Full Menu > Integration.
2. Click on Basecamp icon.
3. Enter the Login details.
4. Click 'Authenticate' to Log-in.
5. Click on 'Export' to export data from Takygen.
6. Click 'Confirm' to export the data.
7. Click 'Ok'.
To view the exported data, click on 'View exported data'.