Service Account Tools

Please speak to Fresh Projects Support if you require access to a service account.

Importing Client Information (Bulk Upload) v1
Note: This guide is for bulk importing clients via the import template option, if you are looking to add individual clients please see Adding a New Contact....
Thu, 13 Aug, 2026 at 11:41 AM
Import Contact Information v1
Note: This guide is for bulk importing contacts via the import template option, if you are looking to add individual contacts please see Adding a New Contac...
Thu, 13 Aug, 2026 at 11:41 AM
Import Employee Information v1
Note: This guide is for bulk importing employees via the import template option, if you are looking to add individual employees, please see Adding a New Emp...
Thu, 13 Aug, 2026 at 11:41 AM
Import Project Information v1
Note: This guide is for bulk importing project via the import template option, if you are looking to add individual projects, please see Creating a New Proj...
Thu, 13 Aug, 2026 at 11:41 AM
Import Invoices v1
This guide is for bulk importing invoices via the import template option, if you are looking to raise a single invoice please see Raising an Invoice for a L...
Thu, 13 Aug, 2026 at 11:41 AM
Import Expenses v1
This guide is for bulk importing expenses via the import template option, if you are looking to capture expenses please see Capturing Expenses Please note ...
Thu, 13 Aug, 2026 at 11:41 AM