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Data Export Instructions for PayzerWare

Users must provide the Sera Team with a copy of their data entered in our Data Templates to import data into Sera. To obtain the templates, you can email your representative for Onboarding if you have not yet launched, or help@sera.tech

Follow the instructions below to extract data from your old system.

PayzerWare (Customer Data and Job History)

CUSTOMERS

Customer Report

  • Select the check box for Show All Locations for All Customers

JOBS/INVOICES - 4 reports

Invoice List

Customer Line Item Sales

Job List

Job Summary