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

Atera supports importing your customer and / or contact information in bulk to ease your transition from another company to our services.

In order 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.
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