Import Customers and Contacts to Atera

You can import your customers and/or contacts to Atera in bulk, instead of manually adding each one.

To import:

 1. From Admin (on the side panel), click Import Customers.

The Import Customers and Contacts page appears.

2. Follow the 3-step instructions:

• Step 1 - Select the data you wish to import (customers or contacts).
• Step 2 - Download, fill in, and save the 'import template'. Note: Ensure your data is copied under the correct column headings
• Step 3 - Browse to select your saved import file.

3. Click Import.

The customers or contacts should now appear within Atera.

Import Contacts from a Customer Page

Contacts can also be imported in bulk from a customer page.

To import contacts:

1. From the Customers page (on the side panel), click the customer to which you'd like to import contacts.

The customer page appears.

2. In the 'Contacts' tab, click the Add contact dropdown menu and select Import contacts.

The Import Customers and Contacts page appears.

3. Follow the 3-step instructions:

• Step 1 - Select the data you wish to import (contacts).
• Step 2 - Download, fill in, and save the 'import template'. Note: Ensure your data is copied under the correct column headings
• Step 3 - Browse to select your saved import file.

4. Click Import.

The contacts should now appear within Atera.

Check out these videos that explain how to import customers and contacts in Atera.