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DocsMoving from Financial Cents
Import clients, client work and time from Financial Cents.
- Companies. The businesses you sell to, buy from or work alongside. Each row becomes one company, and every contact, deal and invoice you bring later links back to it by name.
- Projects. The pieces of work you run for a customer. Each row becomes one project against the company it names.
- Time entries. Your time entries. Each row becomes one time entry in your workspace.
The files a real export gives you
- Clients and their information. Becomes your companies.
- Client work and projects. Becomes your projects.
- Time tracking data. Becomes your time entries.
- Sign in to your old system.
- Go to Settings, then Export, and choose every record type it offers.
- You will get one or more files. Come back here and drop all of them in at once.
Nothing is written until you say so. You will see what we made of every file, decide anything we cannot decide on our own, and read a plain summary of what pressing the button does before it does it.
- Companies. Companies come before contacts, because a contact is attached to one.
- Projects. A project is attached to a company, so companies come first.
- Time entries. Time is booked to a project or a task, so both come first.
Companies
The companies or accounts list out of the system you are leaving.
| Field | Description |
|---|---|
| Company name* | Write it as company. We also read company name, account name, organization. Example: Acme Manufacturing. The name we match everything else against, so keep it spelled the way your team says it. |
| Web address | Write it as domain. Example: acme.example. Helps us spot the same company arriving twice under two spellings. |
| Main phone number | Write it as phone. We also read phone number, main phone. Example: +1 415 555 0142. |
| Main email address | Write it as email. We also read email address. Example: hello@acme.example. |
| What they are to you | Write it as type. We also read company type, account type. Example: customer. A word we do not recognise stops the row, so the accepted words are listed with this record type. |
| How active they are | Write it as status. We also read account status. Example: active. |
| Industry | Write it as industry. Example: Manufacturing. |
| City | Write it as city. Example: Oakland. |
| Country | Write it as country. Example: United States. |
| Who owns it | Write it as assigned_to. We also read owner, account owner. Example: dana@yourcompany.example. Use the work email of somebody already in your workspace, or leave it blank. |
Projects
The project, job or engagement export.
| Field | Description |
|---|---|
| Project name* | Write it as name. We also read project name. Example: Acme line upgrade. |
| Where it is up to | Write it as stage. Example: in_progress. A word we do not recognise stops the row. |
| Start date | Write it as start_date. We also read start date. Example: 2025-04-01. |
| Target finish | Write it as target_end_date. We also read target end date. Example: 2025-07-31. |
| Budget | Write it as budget_amount. We also read budget. Example: 48000. |
Time entries
The time entries list out of the system you are leaving.
| Field | Description |
|---|---|
| Billed Invoice | Write it as billed_invoice. We also read _billed_invoice. |
| Project | Write it as project. We also read _project. |
| Task | Write it as task. We also read _task. |
| Billable | Write it as billable. |
| Created At | Write it as created_at. |
| Currency | Write it as currency. |
| Entry Date* | Write it as entry_date. |
| Hours | Write it as hours. |
| Logged By | Write it as logged_by. |
| Minutes* | Write it as minutes. |
| Project ID | Write it as project_id. |
| Rate | Write it as rate. |
| Task ID | Write it as task_id. |
- Documents, client request threads and the email history your old system collected are not part of its download, so none of them come across.
- Recurring work comes across as the work it already produced. The repeating rule behind it does not, so set that up again once you are in.
- Time that has already been billed comes across as time, never as a bill. Check it before you raise anything so nobody is charged twice.
- Three things come out of your old system: your clients, your client work, and your time. Send all three and we line them up for you.
- Send the client list first. The work file points at clients by name and the time file points at the work by name, so the order is what keeps them joined up.
- Photos and files come over on their own. One move brings over 2 GB and 500 files.
- One file can hold up to 10,000 rows.
- One file can be up to 10 megabytes.
- You can undo a move for 30 days after it finishes.
- You can undo a single file import for 24 hours after it finishes.
Coming from something else? The list of systems we read has a page for each one, and a file from a system with no page of its own still comes across: we read the headings and you confirm every one of them before anything is written.