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How to import data from Clientexec Format

 November 11, 2016     0 Comments

The Clientexec Format Importer plugin available in Clientexec helps you to import your clients, packages, invoices, tickets and servers from another Clientexec installation.

This article will guide you on how to import that data using the importer plugin.

Steps :

  • Login to your Clientexec installation, and navigate to Setting -> Utilities -> Export Data -> Clientexec Format
  • Click the "Download" button and it will allow you to download a .csv.gz file

  • Once downloaded, login to your new Clientexec, and navigate to Setting -> Utilities -> Import Data -> Clientexec Format
  • You can now select the clientexec.csv.gz file that was downloaded and then click Import under Import File section.

You are all set! This will import all the clients, packages, invoices, tickets and servers from your Clientexec installation.

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