Otto Business Help center

Help center

Importing & exporting

Bring your records in, take everything out.

  1. How to import from another systemBring customers, prices, quotes, invoices, jobs, payments and stock from your old tool's export files.
  2. How to export everythingDownload one zip of spreadsheets with everything your business keeps in Otto.
  3. How to get back something you deletedDeleted customers, quotes and jobs stay in the Bin for 30 days.