In short
Choose what to import, choose the file (.xlsx or CSV), check the columns, press Check (nothing is saved), then Import. Running a file twice adds nothing twice.
Works together with
- Move your data in from Asolvi or another systemBring customers, sites, contacts, machines, meter history, old service calls, parts, suppliers and contracts over from your old system, checked row by row before anything is saved, and undo an import if needed.
- Import customers and sitesOne row per site creates customers and their sites in one go.
- Import machinesMachines with their customer, site and meters, after the customers are in.
- Upload parts from a fileAdd or update many parts and consumables at once from a CSV, such as your supplier's price list.
- Customers & firmsEvery company you work with in one full-width list: the customers whose machines you service, and the firms that send you work.
- MachinesEvery copier and printer you look after, with its customer, site, owner and last service date.