SmartCloud Support

How to import Customers, Sites, Equipments, Parts & Services and Users

Click on "Configuration" from any screen --> "Import / Export"

1. Click on the 'Gear' icon in the top right hand corner of any screen.

2. Click on 'Import/Export'

Choose the type of Data you want to import

1. In this example: please click on "Import Customers"

1- Click "Choose a file"

2. Choose a .csv file containing your the Customer list you want to import

1. Click on 'Preview'

The first 3 lines of the .csv file are shown we have now to do the mapping.

1- Please indicate the email adress, to know the result of the import

2- Indicate the csv separator

3- Please indicate if the first line is the header, if yes it will not be imported

4- Please map each line with the corresponding title

5- When ready hit "Import customers"

How to export Customers, Sites, Equipments, Parts & Services and Users

Choose the type of Data you want to Export

1- Example: please click on "Export Customers"

2- Select the Export format and Data separator

3- Hit "Export"