How to import Customers, Sites, Equipments, Parts & Services and UsersSynchroteam Logo.png


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 support@smartcloud.ie