video1.0<iframe src="https://www.loom.com/embed/adc2ec8a157c4ae786abfe746518b45f" frameborder="0" width="1672" height="1254" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12541672Loomhttps://www.loom.com12541672https://cdn.loom.com/sessions/thumbnails/adc2ec8a157c4ae786abfe746518b45f-fdfc006f43afb251.gif197.842In this video, I demonstrate how to import your existing clients from accounting software like Xero or QBO into our system. First, ensure that your accounting integration is active by checking the settings. Then, navigate to the clients section and select the option to import from accounting software. You can choose specific clients to import or all of them, and if any information is missing, you have the option to edit or skip those records. Please follow these steps to successfully import your clients and ensure all necessary information is provided.