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"
If you require any further assistance, please contact us at email@example.com