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Importing Clients & Past Accounting Data

In this series we will walk you through the 4 steps to bringing your outside orders to Closewise so that you can continue tracking your clients and progress in our full suite of Notary Tools!

(Step 1) Bulk Adding Clients to CloseWise CRM for Notaries

(Step 2)Bulk Import: Adding your past signings

(Step 3) Bulk imports: Adding your already paid signings to clear your accounting balance

(Step 4) Importing your past expenses