Configure Bouwsoft imports

Choose which employees, materials, customers, projects, and assignments OutSmart imports from Bouwsoft.

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.

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.

Open the Bouwsoft settings

Go to Settings → General → Software integrations.

Open Bouwsoft.

Enable the import you need

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

Each import works independently.

Set filters where available

Choose the right lists, groups, or project filters.

Also decide whether contacts, all projects, or project activities should be included.

Save the settings

Click Save.

The selected imports then run automatically.

Run a manual import if needed

Click Import next to an import option.

This starts that import immediately.

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

How often does the automatic import run?

The integration syncs automatically in the background.

You can also start a manual import at any time.

Can I import only materials from selected categories?

Yes.

Use Lists and Groups in the material import settings.

What does the assignment order filter do?

It checks the technician note on the Bouwsoft assignment.

Only assignments with the chosen keyword are imported.

Use No filter to import all assignments.

What happens when a customer already exists in OutSmart?

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

If no match exists, OutSmart creates a new customer.

Can I import contact persons with customers?