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Successware

1 StudioCloud Data Import Assistance Featured

Overview StudioCloud technicians will import your data into StudioCloud from other programs for a fee of $99 per hour. StudioCloud bills in 15 minute increments. This is not a service to help you setup your StudioCloud program. Please click here for assistance…

2 Importing Bookkeeping From Successware

Overview This tutorial will give you the steps to export your invoices from Successware and then import them into StudioCloud. Due to the fact that successware does not provide a way to export the bookkeeping in computer readable format a different method…

3 Importing Calendar From Successware

Overview This tutorial will give you the steps to export your appointments and sessions from Successware and then import them into StudioCloud. Table of Contents Video Overview of the Import Process How to Import Future Appointments and Sessions From Successware…

4 Importing Calendar Types From Successware

Overview This tutorial will give you the steps to export your sessions from Successware and import them into StudioCloud. Limitations in Exported The Calendar from Successware StudioCloud can only import the Date, Session Number, Client, Calendar Type, Calendar…

5 Importing Clients & Prospective Clients From Successware

Overview This tutorial will show you how to export your clients from Successware to a CSV file and then import that file into StudioCloud. How to Export Clients from Successware There are two different ways to export client information from Successware. The…

6 Importing Identifiers From Successware

Overview This tutorial will give you the steps to export the clients associated with an identifier from Successware and then import it into StudioCloud. How to Export The Clients Associated with Identifiers from Successware Open Successware Go to the Success…

7 Importing Invoices, Payments, and Orders From Successware

Overview This tutorial will give you the steps to export your invoices from Successware and then import them into StudioCloud. Due to the fact that successware does not provide a way to export the invoices in computer readable format a different method had…

8 Importing Marketing Campaign From Successware

Overview This tutorial will give you the steps to export your marketing campaigns from Successware and then import them into StudioCloud. How to Export The Marketing Campaign from Successware Please note, no client or employee information is included in the…

9 Importing Price Lists From Successware

Overview This tutorial will give you the steps to export your price list from Successware and then import it into StudioCloud. How to Export The Price List from Successware Open Successware Go to the Success Tracking Under Report go to the file menu option…

10 Importing Vendors From Successware

Overview This tutorial will give you the steps to export your vendors from Successware and then import them into StudioCloud. How to Export Vendors from Successware Go to People option on the menu bar and select List Clients Select to export the vendor contacts.…