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Data Export Instructions if your Software Not Listed

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.

Customer Data

  • Generate a report that will have customer contact information - full name, email address, phone number, address(es)
  • This will need to be in Excel/CSV format and have headers clearly marking what data is included in the column

Job History

  • Generate a report that will have the job history, including invoice information - customer name, invoice/job number, job totals, line items, etc.
  • This will need to be in Excel/CSV format and have headers clearly marking what data is included in the column