If you want to use the same people you already have inside Basecamp with Cashboard it couldn’t be any easier. Check out this article to find out how.

This article assumes you’ve already set up Basecamp Integration with Cashboard.

Doing the import dance

• Click the Create menu, then select Import.
• Scroll down to the bottom, under the From Basecamp section
• Click the List People From Basecamp link.

After clicking this link you’ll be taken to an import screen, where you can pick which people from Basecamp you’d like to import to Cashboard.

Instructions are on the screen. Cashboard can bulk-import all of your Basecamp contacts, and even automatically create companies that they belong to.

After the import

When you import someone they will have a new password assigned to them. Unfortunately at this time we can’t provide single-sign on or the same password that person has in Basecamp.