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Status Under Consideration
Created by Guest
Created on Aug 16, 2023

Exporting Vendor Data

We'd like to be able to export all vendor data in AgilLink - in order to reupload back into AgilLink for a different client.


For example, if we inherit a client from a different business management firm - we have to create the new client from our firm's template client / chart of accounts.


Something that does not carry over is Vendor data. It would be great to copy vendor data to our new clients that we have set up OR be able to export the data from the old client and import the data to the new client.


Currently the vendor listing report is limited, doesn't covert easily to the upload vendor file, and also is missing wire details and other information.


Thanks!

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