Configure Perfectview imports

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

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

You can also start a manual import per category.

The import also runs automatically at regular intervals in the background.

Available import options

Relations

Import customers from Perfectview into OutSmart.

You can also import contact persons.

You can use the debtor number as the customer code.

You can also import a separate work order email address per customer.

Materials

Import products from Perfectview into materials in OutSmart.

You can limit the import to selected product groups.

You can also include services as materials.

Hour types

Import services from Perfectview into hour types.

You can limit the import to selected product groups.

Tasks

Import Perfectview tasks as work orders.

You can limit the import to selected task types.

Projects

Import Perfectview projects as work orders.

You can filter by project phase and project type.

You can choose whether notes should be placed in the work description, memo, or comment field.

You can use the contact person's address as the work address.

You can import attachments.

You can also import project types as work types.

Sales opportunities

Import sales opportunities as work orders.

You can filter by action, category, and phase.

You can decide which phase should be set when the work order is scheduled, needs to be rescheduled, or is completed.

You can choose whether notes should be placed in the work description, memo, or comment field.

You can import attachments and product lines.

You can also use the action field as the work type.

Support tickets

Import support tickets as work orders.

You can filter by category.

You can also choose where notes should be placed and whether attachments should be imported.

Employees

Import employees from Perfectview into OutSmart.

Synchronisation date

Set a synchronisation date to limit the import.

Only data created or changed from that date is imported.

This is useful during the first setup.

1

Open the Perfectview settings

Go to Settings → General → Software integrations.

Open Perfectview.

2

Set the synchronisation date

Choose the date from which OutSmart should import data.

3

Choose the import options

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

Each category can be turned on separately.

4

Add filters and sub-settings

Choose the product groups, phases, categories, note placement, and other options that fit your process.

5

Save the settings

Click Save.

The selected imports then run automatically.

6

Run a manual import if needed

Click Sync for a full run.

Or use the arrow icon next to a single category.

How matching works

• Existing customers update when the customer code already exists.
• New customers are created when no match is found.
• Filters help limit products, tasks, projects, and tickets to the data you need.

Frequently asked questions

Can I import only specific product groups?

Yes.

Use the product group filter for materials and hour types.

How often does the import run automatically?

The import runs automatically at regular intervals in the background.

You can also start a manual import at any time with Sync or the arrow icon next to a single category.

What happens if a customer already exists in OutSmart?

If a customer with the same code already exists, OutSmart updates the existing record instead of creating a duplicate.

What does use debtor numbers mean?

OutSmart normally uses the Perfectview relation number as the customer code.

When you enable this option, OutSmart uses the debtor number instead.

Make sure every relation has a debtor number first.

What does notes placement mean?

You choose where Perfectview notes should land on the work order.

The note can go to the work description, memo, or comment field.

Related topics

• Perfectview
• What is Perfectview?
• Set up Perfectview