This guide will walk you through how to import accounts from sage in to prohire.
The first thing you would need to do is follow the steps below.
Tools > Post to accounts
You will then be presented with the below screen.
Once here you can click the client import button to begin a client import or you can click the drop down and select either “import” or “import all”.
The “Import” option will import all client records from sage in to prohire that have the word “HIRE” in the “Analysis 1” field in sage. This allows you to decide before importing which records you would like to import.
The “Import all” button will import all client records regardless of whether the word “Hire” is entered in the “analysis 1” field.
