CRM – articles and guides

All articles on the ZEIT.IO blog about CRM: updates, how-tos and background on time tracking, invoicing and e-invoicing.

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time tracking & e-invoices

2 articles found

One customer, five companies – set up in minutes

New in ZEIT.IO: copy a customer with one click. The form comes pre-filled, and aliases, dynamic fields and invoice and auto-invoicing settings are taken over too. Contact persons and departments are not copied.

CRM

Robert Reiz | October 09, 2026 - 07:26 UTC

Importing Customer Master Data via CSV: 300 Customers in Minutes, Not Days

New in ZEIT.IO: customers, contact persons and departments can now be imported via CSV, matching the familiar export format, with ongoing row-by-row error checks. Import only creates new records — duplicates are skipped automatically.

CRM

Robert Reiz | July 29, 2026 - 12:42 UTC