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
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Navigate to Customers at the top of the screen. Click on the drop-down arrow next to Export. Select Export all customers with all locations.
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This will automatically download the report.
Invoices
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Select Reports from the menu at the top of the screen. Then select Invoices from the menu bar. Select Advanced Options. Under Invoice Payment Status, select Unpaid Invoice & Paid Invoice. Under Appointment Status select Closed Appointments & Open Appointments. Under Last Posted Date enter a Start Date and End Date. Click Search.
2. Once the report has been generated, click All Pages. Then select Excel 2007 (.xlsx) line items included from the drop-down menu to the left of Export. Then click Export. The report will be generated and be available in your downloads.