• Accounting CRM

Full Upload: CRM and Practice Management for Accountants and Auditors.

Updated: Oct 12

This upload option gives you the freedom to switch on tasks for all clients individually and add personal details for each client. It takes quite a bit of time but is a very comprehensive upload.


If you want a quick start text guide instead of the video guides below, please download this pdf.


Accounting CRM quick start guide (1) (1)
.pdf
Download PDF • 569KB

Let's show you around and add your staff.




The Excel Files


Please download the Excel Spreadsheet called ‘Your Client Data’ below. Use this to add your client details.


12-10_YOUR CLIENT UPLOAD FILE (3)
.xlsx
Download XLSX • 36KB

The ‘Example Client upload file’ is there as a visual reference if you need it.


12-10_Example Client Upload File (2)
.xlsx
Download XLSX • 41KB

Getting Your Data In


The video below explains how to upload your data onto the Accounting CRM and Practice management tool. You can also email support@mydatagrows.com and ask us to do the upload for you. This is a free service if the Excel file is prepped.



Using The App




For any add-ons, changes, or questions, please email support@mydatagrows.com or send a WhatsApp to 063 426 0080.

Enjoy your journey with DataGrows!

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