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How to import Employees from QuickBooks Online into Legrand Cloud CRM

Go to the QuickBooks module and select ‘Import Employees’

You can access employee records in Legrand Cloud CRM via the administration panel. Click on the Settings icon to open the administration settings and select ‘Users’.

Legrand Cloud CRM lists employee records under ‘People with no CRM login’. You can now proceed to record your employee’s timed activities in the Jobs module.

Updated on 7 September 2022

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