By Kresimir1 author3 articles
Data Import Using .csv TemplatesImport companies, contacts, entitlements, expenses, rates, time off bookings, and users.
Switching to Productive from HarvestIf you used Harvest, some terms will be familiar to you, while others will may not. Here's a brief overview of the most common terms.
Document TemplatesSet up different document types for proposals, invoices or budgets. Document types are used when generating PDF exports.