Upload registers

There are several ways to upload a registry to the system.

With templates found on the page Upload you can create files for uploading many kind of registers: customer, work orders, articles, contacts … If there are no templates or you need help with this don’t hesitate to contact us.

To upload registers in the system the administrator account is required.

How to upload a register:

  1. Sign in with the administrator user.
  2. Go to Group settings by clicking on the group name on the home page.
  3. Go to the bottom of the page and select Upload register. You end up on the Upload page.
  4. Select the section you want to upload registers to and press Select file
  5. Wait for the upload to complete. A upload progression is displayed. It is possible to leave the page, the uploading will not be interrupted.

Excel files

Upload Excel files. Templates for the excel files with their design and which fields can be imported can be downloaded from the page Upload. Click Upload register to access the page.

Let us do it for you!

We can of course help you make an export to excel, filter what you want to import and then we import the excel file for you. Contact Us!

Accounting program

It is possible to add integration with accounting softwares as Visma, Fortnox or BL Administration, but the information and instructions for that is only available in Swedish. Please contact Us! if you are interested in more information on this.