Download a sample file

Before importing data, you can download a sample file to use as a template.

To download a sample file:

1. Click the Gear icon > Import Data.

2. Click the type of data you want to import.
3. Click Download a sample file.

See also

How data import works

Import from an email program

Which contacts fields are imported? (customers and vendors)

Which accounts fields are imported?

Which products and services fields are imported?