> 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/bouwsoft/configure-bouwsoft-imports.md).

# Configure Bouwsoft imports

Use the import settings to choose which data OutSmart pulls from Bouwsoft.

Each enabled import runs automatically in the background after you save the setup.

### Available import options

#### Employees

Import employees from Bouwsoft into OutSmart.

Only employees changed since the last sync are imported.

#### Materials

Import products from Bouwsoft into **materials** in OutSmart.

You can filter the import by **lists** and **groups**.

Only materials changed since the last sync are imported.

#### Categories

Import material categories from Bouwsoft.

OutSmart imports categories from both the list structure and the group structure.

#### Warehouses

Import warehouse locations from Bouwsoft into OutSmart.

#### Hour types

Import labour categories from Bouwsoft into **hour types** in OutSmart.

#### Relations

Import customers from Bouwsoft into OutSmart.

Only relations with a valid client number and a filled name are imported.

You can also import linked **contact persons**.

#### Projects

Import Bouwsoft projects into OutSmart work orders.

By default, OutSmart only imports approved projects that are not completed.

Turn on **All projects** to also import unapproved and completed projects.

Turn on **Project activities** to import linked project activities too.

You can also use a **project filter**.

This filter can check project fields like project number, client name, city, or status.

The available conditions include **Equal**, **Not Equal**, **More Than**, **Less Than**, and **Has**.

#### Assignments

Import Bouwsoft assignments into OutSmart work orders.

You can use an **order filter** to import only assignments that contain a specific keyword in the technician note.

Turn off the filter to import all assignments.

{% stepper %}
{% step %}

### Open the Bouwsoft settings

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

Open **Bouwsoft**.
{% endstep %}

{% step %}

### Enable the import you need

In the import section, turn on the data you want to import.

Each import works independently.
{% endstep %}

{% step %}

### Set filters where available

Choose the right lists, groups, or project filters.

Also decide whether contacts, all projects, or project activities should be included.
{% endstep %}

{% step %}

### Save the settings

Click **Save**.

The selected imports then run automatically.
{% endstep %}

{% step %}

### Run a manual import if needed

Click **Import** next to an import option.

This starts that import immediately.
{% endstep %}
{% endstepper %}

### Important to know

* Manual import only runs the selected category.
* Matching existing records are updated during import.
* New matching records are created when needed.
* Filters help keep imports focused on the right data.

### Frequently asked questions

<details>

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

The integration syncs automatically in the background.

You can also start a manual import at any time.

</details>

<details>

<summary>Can I import only materials from selected categories?</summary>

Yes.

Use **Lists** and **Groups** in the material import settings.

</details>

<details>

<summary>What does the assignment order filter do?</summary>

It checks the technician note on the Bouwsoft assignment.

Only assignments with the chosen keyword are imported.

Use **No filter** to import all assignments.

</details>

<details>

<summary>What happens when a customer already exists in OutSmart?</summary>

If the customer code matches, OutSmart updates the existing customer.

If no match exists, OutSmart creates a new customer.

</details>

<details>

<summary>Can I import contact persons with customers?</summary>

Yes.

Turn on **Contacts** in the relations import settings.

</details>

### Related topics

* [**Bouwsoft**](/integrations/integrations/bouwsoft.md)
* [**What is Bouwsoft?**](/integrations/integrations/bouwsoft/what-is-bouwsoft.md)
* [**Set up Bouwsoft**](/integrations/integrations/bouwsoft/set-up-bouwsoft.md)


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