How do I pull multiple deals from my CRM into Paycove at once?

To mass import deals from your CRM into Paycove, you can use the Import Deals from CRM button found at the top of The Quotes page and Invoices page. You must already be connected to a CRM for this feature to work.

bulk-import-from-CRM

After clicking this button, you may need to wait several minutes depending on the amount of deals you're importing. Then refresh the page. To prevent overload to our system, note that you will be restricted from attempting to import too many times within a short timeframe.