Aero provides a variety of import services to help you get up and running as easily as possible. These import services are all available at no charge to our users.
- Importing customers, contacts, and email addresses. If you are not going to sync your Aero account with QuickBooks Online, we can import your customer list for you. And even if you are syncing your Aero account with QuickBooks Online, you might want to have additional contacts– which we will import for you. More on importing customer lists.
- Importing information into the Aero Vault. If you have spreadsheets of the sort of information you want to store in your customer vaults in Aero, we can import it for you. More on importing information into customer Vaults.
- Importing tasks. We can import one-time and recurring tasks. Learn more about our task importing.