Importing Client data

Question

I can not figure out how to import a batch of clients from a CSV file. I have about 150 clients to import. 
 Is there a report to print envelopes based on an invoice date?

Nancy Duhon · Answer

You will need to use the TSImport module for that and design a template to match up your CSV file fields to Timeslips fields. I've done many of them if you need some help, but it would be a billable event for me. 
 The Generate Bills report has an option to print envelopes after printing the bills. 
 
 But if you want to print them later, I would try the Envelopes report, filtered by Client Last Bill Date. 
 
 Nancy Duhon, Esq. Duhon Technology Solutions, LLC Master Certified Consultant for Sage Timeslips Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions. 404-325-9779 duhon@duhon.biz

Sage Timeslips

Importing Client data

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