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Free Accounting Software Forum - CRM integration?

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Can I import data from my CRM system or my database to create invoice and manage my receivable?
You can import data in xbrlgl format. To see this format have a look at the export data video. If you can export the data from your CRM in xbrlgl format then you can upload it using the import function. To export the data in xbrlgl format you would almost certainly need to develop that as a customisation to your CRM.

There is an API in development if you would like to find out more about this please email:

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