Welcome to Markate! We’re excited to have you and look forward to working with you!
Please follow the options below to transfer the data seamlessly and securely
Option 1 – Import your Customers Via Quick books Online (If you don’t have QBO , follow step 2)
To import your Customers from Quickbooks Online:
- Go to https://www.markate.com/pro/settings/quickbooks
- Connect to Quick books online and then, sync with Quickbooks.
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Option 2 : To Migrate your files from your old CRM:
Login to your Markate account online, click on account drop down and click Migrate Data as shown below.
You can upload the Customer Files from Old CRM, The format of the file has to be CSV. Once the file is submitted, we will be able to migrate the data for you and notify as soon as its complete. It usually takes 2-3 business days.
