How can I import my customers and contacts in a bulk file?

Atera supports importing your customer and/or contact information to Atera, in bulk.

To import your customer or contact information:

1. Navigate to Admin > General > Import Data.
2. Step One - Select which information you want to import - customers or contacts.
3. Step Two - Download the relevant template file.
4. Step Three - Copy your existing data into the template. Make sure the data you copy matches the column headings provided in the template.
5. Step Four - Import this template file back into the UI and the customers or contacts will be copied in bulk.