Skip to main content Moving your clients to FreeAgent
It’s great to have you on board with FreeAgent! We know that moving your clients across to a new accounting software can sometimes be a pain, so we’re here to help.
Choosing the best way to migrate your clients
There are two approaches you might take when migrating clients to FreeAgent:
1. Add clients manually
If you have only a few clients to migrate, you can start with a clean slate by just entering essential data, like opening balances. You can now import opening balances into FreeAgent from a CSV file.
2. Use bulk migration tools
If you have a large number of clients (12 or more) and are interested in bulk migration tools, please talk to your Account Manager who can discuss the options on offer.