Transferring data to a different Fintesk company account
Importing and exporting your data
Note: This action is only available to admin users or regular users with the correct permission enabled.
The other way of moving your data to a different company account in Fintesk would be to export the relevant data from your Fintesk account to a spreadsheet and import it into the other company account.
When exporting your data, it’s important to keep the mandatory fields that Fintesk will need when mapping during importing in mind, in order to successfully create the new items in your other Fintesk account. To see what fields are mandatory for importing data into your Fintesk account, click here.
Once you have your data exported to a spreadsheet, you can then import this spreadsheet to the other Fintesk company account and start working right where you left off.