Import customers, companies/locations, services and parts, requests and work orders in Excel or Google Sheets format from CMMS and QBO.

Import customers, companies/locations, services and parts, requests and work orders in Excel or Google Sheets format from CMMS and QBO.

It seems like the importing of customers, companies/locations, services and parts, requests and work orders in Excel or Google Sheets format from other CMMS and accounting systems like QBO should be more "baked into" the product. I can't really test the capabilities and applicability of Zoho FSM and other apps without being able to use our existing data. What am I missing from the import process that seems so limited?



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