Exporting Your Data From Studio Webware
Transitioning from Studio Webware? We recommend that you save copies of your accounting records and start fresh with Ivy. Here are instructions on how to export historical data so you can keep a hard record of key documents you want to save.
Clients/Projects
- Login to Studio Webware
- Access Reports
- Select “Address”
- Select Address Type as “Client”
- Select “Export”
- Download the excel
Vendors
- Login to Studio Webware
- Access Reports
- Select “Address”
- Select Address Type as “Vendor”
- Select “Export”
- Download the excel
Proposals
- Login to Studio Webware
- Access Reports
- Select “Proposals”
- Don’t select a particular Client/Project so you export all
- Select the date range
- Select “Export”
- Download the excel
Invoices
- Login to Studio Webware
- Access Reports
- Select “Invoices”
- Don’t select a particular Client/Project so you export all
- Select the date range
- Select “Export”
- Download the excel
Purchase Orders
- Login to Studio Webware
- Access Reports
- Select “Orders”
- Select the date range
- Select “Export”
- Download the excel
Project Worksheets
- Login to Studio Webware
- Access Reports
- Select “Project Worksheets”
- Select the date range
- Select “Export”
- Download the excel
Have questions about Ivy? Shoot us an email at support@ivymark.com. To set up a complimentary demo, schedule a time here.