Moving from another tool

Export, import, and run both for two weeks. Nothing about how you work has to change on day one.

• Export. Look under Settings or Account in the old tool for Export or Download data, and choose CSV. Contacts first; projects, invoices and anything else second.
• Import into Customers (see Bring in what you have). Other kinds of records go into the matching list.
• Invoices already sent from the old tool stay there until they are paid. Do not re-send them. Send the next ones from Tri-Gig.
• Keep the old tool running for two weeks alongside. When you stop opening it, cancel it.
• Your customers do not need to do anything. The first thing they notice is a Tri-Gig invoice link or a booking page, which work with no account.