> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/integrations/integrations/accountview/configure-accountview-imports.md).

# Configure AccountView imports

Choose which data OutSmart imports from AccountView and how each import behaves.

Use the import settings to decide which data **AccountView** sends into **OutSmart**.

The sync runs automatically in the background.

You can also start a manual import from each import section.

### How import works

* OutSmart imports records updated since the last sync date.
* Blocked records are not imported.
* Each import section has its own manual **Import** action.

### What you can import

#### Employees

Import employees from AccountView into OutSmart.

#### Articles

Import articles from AccountView as materials.

You can also turn on **Import article groups**.

This creates matching product categories in OutSmart.

#### Hour types

Import hour types from AccountView.

AccountView stores hour types as articles in the **Uursoorten** article group.

Only articles from that group import as hour types.

#### Projects

Import projects from AccountView into OutSmart.

#### Debtors

Import debtors from AccountView into the OutSmart CRM as customers.

#### Quotes

Import selected quotes from AccountView as work orders.

A quote imports only when its internal notes contain **WBA**.

After import, AccountView marks the quote as **Sent to OutSmart**.

#### Sales orders

Import selected sales orders from AccountView as work orders.

Use the keyword filter to decide which sales orders qualify.

You can check these fields:

* **External note**
* **Internal note**
* **Order status**

Only sales orders where the chosen field contains your keyword are imported.

{% stepper %}
{% step %}

### Open the AccountView settings

Go to **Settings → General → Software integrations**.

Open **AccountView**.
{% endstep %}

{% step %}

### Choose an import section

Open the section you want to configure.

For example, **Debtors**, **Articles**, or **Sales orders**.
{% endstep %}

{% step %}

### Turn on the import

Enable the import toggle for that section.

This turns on automatic synchronisation for that data type.
{% endstep %}

{% step %}

### Configure section-specific options

Turn on **Import article groups** if you want article groups as categories.

For **Sales orders**, choose the filter field and enter the keyword.
{% endstep %}

{% step %}

### Save the setup

Click **Save**.
{% endstep %}

{% step %}

### Run a manual import when needed

Click **Import** next to the relevant section.

This imports matching data immediately.
{% endstep %}
{% endstepper %}

### Before you run a manual import

Check these points first:

* blocked records in AccountView are skipped
* only changed records import automatically
* older records may need a changed sync date
* quotes need **WBA** in the internal notes
* sales orders need the correct keyword filter

### Frequently asked questions

<details>

<summary>How often does the automatic import run?</summary>

The integration imports automatically at regular intervals.

You can also start a manual import from the settings page.

</details>

<details>

<summary>Why are some records not imported?</summary>

Blocked records are skipped.

OutSmart also imports only records changed since the last sync date.

Adjust the sync date if you need to retrieve older records again.

</details>

<details>

<summary>How does OutSmart know which articles are hour types?</summary>

Hour types are articles in the **Uursoorten** article group.

Only that group imports as hour types.

</details>

<details>

<summary>How does quote import work?</summary>

A quote imports only when the internal notes contain **WBA**.

After import, AccountView marks it as **Sent to OutSmart** so it does not import again.

</details>

<details>

<summary>What does the sales order keyword filter do?</summary>

It limits which sales orders OutSmart imports.

Choose the field to check and enter the keyword value.

Only matching sales orders import as work orders.

</details>

### Related topics

* [**AccountView**](/integrations/integrations/accountview.md)
* [**Set up AccountView**](/integrations/integrations/accountview/set-up-accountview.md)
* [**Configure AccountView exports**](/integrations/integrations/accountview/configure-accountview-exports.md)


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