ComputerEase - ServiceTrade Invoice Integration

  1. Go to the ServiceTrade invoice list and search for the list of invoices you want to import into ComputerEase.
  2. Export that list of invoices from ServiceTrade by choosing Export to Spreadsheet --> Export Details.
  3. Save the exported list of details to your computer.
  4. Click the 'Choose a file' button, then select the exported list of invoices saved to your computer.

  1. Download the ComputerEase customer import XML file to your computer.
  2. Import the customer import XML file into ComputerEase.
  3. Download the ComputerEase import XML file to your computer.
  4. Import the invoice import XML file into ComputerEase.
  5. If the customer and invoice imports were successful:

  6. Download the ServiceTrade invoice import XML file to your computer.
  7. 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.