Configure Multiverse_Online imports

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

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

You can also start a manual import per category.

Available import options

Relations

Import customers from Multiverse_Online into OutSmart.

You can also include:

• Contact persons
• Extra addresses

Materials

Import products from Multiverse_Online into materials in OutSmart.

This import runs only when you start it manually.

Hour types

Import labor categories from Multiverse_Online into hour types.

You can filter these by product group.

This import runs only when you start it manually.

Employees

Import employees from Multiverse_Online into OutSmart.

This import runs only when you start it manually.

Orders

Import sales orders from Multiverse_Online as work orders in OutSmart.

You can filter these by delivery condition.

Payment transactions

Import payment registrations from Multiverse_Online.

This lets OutSmart mark linked invoices as paid.

Automatic and manual imports

These imports run automatically at regular intervals:

• Relations
• Orders
• Payment transactions

These imports run only when you start them manually:

• Materials
• Hour types
• Employees

1

Open the Multiverse_Online settings

Go to Settings → General → Software integrations.

Open Multiverse_Online.

2

Choose the import options

In Import settings, enable the categories you want to import.

Each category can be turned on separately.

3

Add filters where available

Choose the product groups, delivery condition, or relation sub-options you need.

This keeps the import focused.

4

Save the settings

Click Save.

The selected imports then become active.

5

Run a manual import if needed

Click Import next to a category.

This starts an import for that category right away.

How matching works

• Existing customers update when the customer number already exists in OutSmart.
• New customers are created when no match is found.
• Filters help limit imports to the records you need.

Frequently asked questions

How often does the automatic import run?

Relations, orders, and payment transactions sync automatically at regular intervals.

Materials, hour types, and employees sync only when you click Import.

What happens if a customer already exists in OutSmart?

OutSmart updates the existing record when the customer number matches.

If no match exists, OutSmart creates a new customer.

What is the delivery condition filter?

This is an optional order filter.

If you set it, OutSmart imports only orders with that delivery condition.

If you leave it empty, OutSmart imports all orders.

What is the product group filter for hour types?

This filter limits which product groups OutSmart uses for imported hour types.

Use it when only part of your product list should become labor categories.

What does importing payment transactions do?

It imports payment registrations from Multiverse_Online.

When a linked invoice is paid there, OutSmart can mark the invoice as paid here too.

Related topics

• Multiverse_Online
• Set up Multiverse_Online
• What is Multiverse_Online?