Support Center

Exporting Client Contact Information From a Variety of CRMs

Last Updated: Sep 06, 2016 08:23AM EST

QuickBooks
 


ContractorsCloud
 

  • Within ContractorsCloud, visit Data Export --> Project Lists --> select your date range.  From here you can export into a CSV file and email your file of customers to be surveyed to data@guildquality.com.


Improveit! 360
 

  • Within Improveit! 360, visit the Reports tab and search for GuildQuality Report   --> define the fields to be included and run the export.  Please email your file of customers to be surveyed to data@guildquality.com.


AccuLynx
 


MarketSharp
 


Lead Perfection
 

  • Contact Lead Perfection as they will set up an automated export at no cost.  They can be reached by phone at 800.824.3527 or by email at ksilks@rjrtechnology.com.  Once your file of customers to be surveyed is ready, please email data@guildquality.com.


SAGE (50-Canadian Edition)
 

 


If you have any questions, please don't hesitate to contact our support team toll-free at 888.355.9223 ext 2 or by email to support@guildquality.com.   

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