ComputerEase - ServiceTrade Invoice Integration
- Go to the ServiceTrade invoice list and search for the list of invoices you want to import into ComputerEase.
- Export that list of invoices from ServiceTrade by choosing Export to Spreadsheet --> Export Details.
- Save the exported list of details to your computer.
- Click the 'Choose a file' button, then select the exported list of invoices saved to your computer.
- Download the ComputerEase customer import XML file to your computer.
- Import the customer import XML file into ComputerEase.
- Download the ComputerEase import XML file to your computer.
- Import the invoice import XML file into ComputerEase.
If the customer and invoice imports were successful:
- Download the ServiceTrade invoice import XML file to your computer.
- Mass-update the status of the invoices in ServiceTrades by going to Customer -> Bulk Import -> Invoice Update, then selecting the invoice update CSV file that is saved to your computer.