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How do I import Clients and Contacts using the Client Import Workbook?

How do I import Open Balances using the Client Workbook?

How Do I Import Roles Using the Client Workbook?

How do I import Work In Progress (WIP) using the Client Workbook?

How do I Import Tags using a CSV file?

Learn how to import tags, roles, open balances, and WIP

Import Client Data Using the Client Workbook

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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