> ## Documentation Index
> Fetch the complete documentation index at: https://docs.isptriage.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM import

> Import customers from Sonar, BillMax, UISP, and other systems

**Company → Preferences → Import** configures connections to external CRM and billing platforms.

## Supported providers

Enable and configure each source independently:

| Provider      | Typical use           |
| ------------- | --------------------- |
| Sonar         | ISP billing/CRM       |
| Splynx        | ISP management        |
| Powercode     | Billing               |
| Swift Fox     | Operations            |
| BillMax       | ISP billing REST API  |
| Invoice Ninja | Invoicing             |
| UISP          | Ubiquiti ISP platform |
| Gaiia         | Modern ISP OSS/BSS    |

## Configure a source

<Steps>
  <Step title="Enable provider">
    Check the enable box for the system you use.
  </Step>

  <Step title="Enter API credentials">
    URL, API key, username/password as required. Secrets are encrypted when saved.
  </Step>

  <Step title="SSL options">
    Toggle verify SSL for self-signed remote APIs.
  </Step>

  <Step title="Save">
    Save the Import tab settings.
  </Step>
</Steps>

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)

<Tip>
  Run a small test import or dry-run in staging before full production migration.
</Tip>

## 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