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, contact your account manager at Sera or email help@sera.tech

Follow the instructions below to extract data from your old system, and use the information to populate the templates given to you by your account manager. 

Customer Export - need two reports: Customer List and Service Location List

Customer List

Click Reports in the header. Select Reports Dashboard from the dropdown menu.

Scroll down to find List Reports. Click Custom under Customer List.

Enter Start Date and End Date in Customers Created Between field. You can use 01/01/1901 as start date to be sure to capture all data.

Client should decide if they would like to include Inactive Customers in their Sera account.

Select Columns to Include In The Report — Move all Available Options to the Selected Options column by using the >> button. You may have to click on the first option (Account Number) then click the >> button.

Scroll down to select Report Type as Excel.

Click Generate Report.

The Report will generate and automatically download.

Service Location List

1. Remain on the Reports Dashboard.

2. Under List Reports, click Custom under Customer Service Locations.

1. Enter Start Date and End Date in Customers Created Between field. You can use 01/01/1901 as start date to be sure to capture all data.
2. Client should decide if they would like to include Inactive Customers in their Sera account.
3. Select Columns to Include In The Report — Move all Available Options to the Selected Options column by using the >> button. You may have to click on the first option (Address 1) then click the >> button.

1. Scroll down to select Report Type as Excel.

1. The Report will generate and automatically download.

Jobs/Invoice

All Sales Ungrouped

1. Remain on the Reports Dashboard.

2. Under the Sales Revenue Header (should be the first one), select Custom under All Sales Ungrouped.

   

3. Enter Start Date and End Date in Date Range field. You can use 01/01/1901 as start date to be sure to capture all data.

4. Make sure the Itemize Job Charge box is checked.

5. Click ALL checkboxes in “Where Status Is” section.

6. Select Generate Excel.

7. The report will generate and automatically download.