Data Export Instructions for SkyBoss

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. 

CUSTOMERS & INVOICES

1. Login to SkyBoss (companyname.skyboss.com)

2. Select Settings from the Navigation Bar at the top of the screen.

3. Select the Import/Export icon.

   

4. Scroll down. Select Export to Excel.

   

5. Select CUSTOMER from the Select Export Type drop-down menu.

💡 To Export INVOICES: Select Invoices from the drop-down menu.

1. Enter the desired date range.

2. Click Export.

   

3. Enter the email address you would like the report sent to.