CBData® Pro Screenshots 
Import Utility

There is a robust Import Utility, within CBData® Pro, that allows information that already exists in other programs to be imported into CBData® Pro, eliminating the need for manual input. You can import professional contacts, firms, banks, vendors, all with their associated phone numbers, addresses, account balances, and more from programs, such as Excel™, Quicken™, QuickBooks™ and Outlook™. Currently the Outlook Import Utility only works on the personal side of CBData® , which comes with the small business version, and then the contact information is pulled over to the small business side.