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. 

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