|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.
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"