Skip to main content
Company → Preferences → Import configures connections to external CRM and billing platforms.

​
Supported providers

Enable and configure each source independently:

​
Configure a source

1

Enable provider

Check the enable box for the system you use.
2

Enter API credentials

URL, API key, username/password as required. Secrets are encrypted when saved.
3

SSL options

Toggle verify SSL for self-signed remote APIs.
4

Save

Save the Import tab settings.
Leave API key fields blank on update to keep existing stored secrets.

​
Run an import

From the Import tab run section:
  1. Choose provider from dropdown (only enabled sources appear)
  2. Optional filters depending on provider
  3. Run import
Imports create or update:
  • Clients and billing profiles
  • Services mapped from remote plans
  • Metadata for reconciliation (external IDs)
Run a small test import or dry-run in staging before full production migration.

​
Scheduled imports

Server cron may run imports via Artisan command—ask your administrator for schedule and logging.

​
After import

  • Reconcile duplicate clients manually if sources overlapped
  • Verify service templates mapped correctly
  • Spot-check invoices and RADIUS users before cutover