Support Center

Import/Export Data

Last Updated: Oct 05, 2016 05:05PM CEST
Import Customers, Sites, Equipments, Parts & Services and Users

Synchroteam allows you to import your data to get started quickly. By cons, it is imperative to respect a certain order in the import process to ensure optimal performance of the application.
 
  1. First, you need to import your customer base.
  2. Then you can import your sites, taking care that they are linked to a customer that you previously imported.
  3. Finally, you can finish by the import of equipments to be necessarily linked to an imported sites.
 
We can summarize the import process in the following diagram:


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



Choose the type of Data you want to import

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



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"




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"



 
 

Contact Us

support@synchroteam.com
http://assets3.desk.com/
false
synchroteam
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete