Please follow these instructions on how to export transactions and contacts out of Open To Close:

Contacts

  1. Select the Contacts tab to view your contact list.
  2. Edit the Table Columns to include all the data you want to export for the contacts.
  3. Click Export CSV.

For importing data into AFrame, follow the directions in our Import Contacts article.


Transactions

  1. Select the Transactions tab to view your transactions list.
  2. Edit the Table Columns to include all the data you want to export for the transactions.
  3. Click Export CSV.


For importing past transactions, email us at support@AFrameSupport.com for our transaction + contact CSV template. You can import all your contacts with any transactions linked to them (if any).