- Quick start checklist
Get set up and selling with Fieldfolio in no time.
- Import customers
Bulk import your customers using a simple CSV.
- Using Zapier with your Fieldfolio account
Streamline your business with our Zapier integration.
- Import products
Bulk import your products using a simple CSV.
- Import product images
Upload product photos in bulk using your product SKUs.
- Publish your catalog
Publish changes to your catalog and products.
- Invite Reps to your catalog
Give reps access to browse products and post orders.
- Invite Staff to your seller account
Give your employees access to your seller account.
- Export products from MYOB
Get all your important product data when exporting from MYOB AccountRight.
- Export customers from MYOB
Get all your important customer data when exporting from MYOB AccountRight.
- Create import-friendly CSV files
Follow a few simple steps to export CSV files ready for Fieldfolio.
- Create sales territories
Set up customer territories for your reps.
- Hide a product
Make products hidden or inactive in your catalog.
- Assign Reps to territories
Show customers to your Reps based on territory.
- Setup the MYOB AccountRight Live integration
Automatically sync new orders to your MYOB AccountRight Live company file.
- Setup the Xero integration
Automatically sync new orders to your Xero organisation.