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