Transfer Data from different CRM into Markate

Modified on Wed, 20 Mar 2024 at 11:21 AM

* Only Available on Desktop *

Welcome to Markate! We’re excited to have you and look forward to working with you!

IMPORTANT
Markate does not check for duplicate clients or data. Markate also does not alter or change any information provided in the files; it is the Pro's responsibility to thoroughly check all data before submitting. Once imported, we cannot un-import.

Please follow the options below to transfer data from another CRM seamlessly and securely.

On the next screen, you will select a Provider, or what source the data is from.

Next you will choose what type of files you want to upload. You can upload one file for each: Customers, Estimates, Invoices, Work orders, Items and Categories, Expenses and Others.

Press Upload for each file type you want to submit.

If you have any messages or notes about the file types Markate should know about, you can use the Message box.

When you are finished, press Submit.

Markate will update within 1-3 business days!

Here is the video showing you how to do this.