How does data import work on the Master plan?
Edited
If you want to save time and add your data to your account in one go then subscribing to the Master plan is a great idea. We will provide you with a spreadsheet template to complete and, once you’ve returned it to us, we will import your Resources, Projects and Clients for you including any custom fields and default availability. Unfortunately, we can’t import any bookings or resource photos (invited people can do this themselves in the app).
If you have any further questions, please don’t hesitate to get in touch.