Import customer and lead data from industry platforms.
A simple drag-and-drop file import that brings in your customers, invoices, leads and vehicle information — formatted correctly the first time. Import 1,000s of records in just a few minutes, with direct support for Urable, OrbisX, TintWiz and Torq CRM.
- Urable, OrbisX, TintWiz and Torq CRM support
- Customers, invoices, leads and vehicles
- Notes and tags preserved
- Source attribution kept
- Validation report after import
Keep your financial records accurate and organized.
Import invoices today from any software that can export an invoice history, so your records stay continuous from day one. Invoice import is currently limited — and we're actively adding more integrations for invoices, financial history, and more.
- Import from any exported invoice history
- Payment status preserved
- Tax fields mapped
- Customer linkage maintained
- More integrations on the way
Import from other tools you may already use.
Wrapstart isn't an accounting program — it connects to the one you already use and hands off the documentation your books need. Link QuickBooks once and your customers and invoices stay in sync. On a CRM we don't list? Our dedicated support team will custom-build the import and bring over any and all data you want — nothing gets left behind.
- QuickBooks Online connector
- Zoho Books connector
- Two-way invoice sync
- Generates accounting-ready documentation
- Reconciliation friendly
- Custom imports from any other CRM, built by our support team
