Configure Silvasoft imports

Choose which customers, products, hour types, and orders OutSmart imports from Silvasoft.

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

Only records changed since the last sync are imported.

Archived products are never imported.

Available import options

Relations

Import customers from Silvasoft into the OutSmart CRM.

Contact persons linked to each customer are imported too.

Only records with the type Customer in Silvasoft are imported.

If a Silvasoft customer number already exists in OutSmart, the customer is updated.

If no match exists, OutSmart creates a new customer.

Materials

Import products from Silvasoft into materials in OutSmart.

Only products with the type Product are imported as materials.

A product needs these fields in Silvasoft:

• article number
• name
• price

Hour types

Import products from Silvasoft into hour types in OutSmart.

Only products with the type Service are imported as hour types.

A product needs these fields in Silvasoft:

• article number
• name
• price

Orders

Import orders from Silvasoft into work orders in OutSmart.

Each order is imported only once.

If the order already exists in OutSmart, the import skips it.

Order lines are imported as materials on the work order.

You can filter imported orders by Order status.

Automatic sync frequency

Choose how often OutSmart checks for new or updated data:

• every 15 minutes
• every 30 minutes
• every 60 minutes

Use a lower frequency if you want fewer API calls to Silvasoft.

1

Open the Silvasoft settings

Go to Settings → General → Software integrations.

Open Silvasoft.

2

Set the sync frequency

In Import settings, choose the Automatic sync frequency.

3

Enable the imports you need

Turn on Relations, Materials, Hour types, and Orders as needed.

4

Add an order status filter if needed

If you import orders, fill in Order status.

Only orders with that status are imported.

5

Save the settings

Click Save.

The selected imports then run automatically.

6

Run a manual import if needed

Use the sync icon next to a data type.

This starts that import immediately.

Important to know

• Manual sync only runs for the selected data type.
• Imported contact persons follow the linked customer.
• Missing required product fields can block a product import.
• Check the log when records are skipped.

Frequently asked questions

How often does the automatic import run?

You can choose 15, 30, or 60 minutes.

You can also start a manual sync at any time.

What happens if a customer already exists in OutSmart?

If the Silvasoft customer number matches an existing customer, OutSmart updates that record.

If no match exists, OutSmart creates a new customer.

What is the difference between materials and hour types?

Silvasoft products with type Product become materials.

Silvasoft products with type Service become hour types.

Why are some products not imported?

Archived products are skipped.

Products without an article number, name, or price are also skipped.

Can I filter which orders are imported?

Yes.

Fill in Order status to import only matching orders.

Related topics

• Silvasoft
• What is Silvasoft?
• Set up Silvasoft
• Configure Silvasoft exports