Data Management

- Customer Import/Export
- Equipment Import/Export
- Sales Import/Export

Eradicate hours of data entry and dramatically reduce errors by importing/exporting customer, equipment or sales inventory for fast and simple updating.

Feature Highlights:

• Export and Update Data— Export sales, equipment and customer data from Alert EasyPro into a spreadsheet(1) for simplified updating. Once modification is complete, easily import it back into Alert EasyPro(2).

• Flexible Updating— Every component of the Data Management suite offers the flexibility to update all of your data, specific fields or populate custom fields for your unique needs of your business.

• Easily Import Third-Party Data — Efficiently import third-party spreadsheet data into Alert EasyPro. Import new customers from a third-party customer relationship management system(3) or update your sales and equipment inventory from manufacturers and vendors downloaded from CDs and websites.

• Component Selection— Select the entire suite of Data Management tools to control your data more efficiently: Customer Import/Export, Sales Import/Export and Equipment Import/Export – or select the component(s) that meet your unique requirements.

Import/export customer, sales item and equipment item data by specific fields with the Data Management suite. Data from third-party vendors, manufacturers and CRM systems can be imported easily, reducing both errors and labor costs.

Summary of Benefits:

• Reduce labor costs by minimizing the staff hours dedicated to data entry and sifting through incorrect or old equipment, sales or customer data.

• Improve pricing and product accuracy on parts, merchandise and equipment sales and improve profits.

• Experience a reduction in carrying costs by effectively managing sales items by location, manufacturer or sales item category.

(1) Requires Excel or a similar spreadsheet application
(2) Sales Item Import/Export will block import changes to quantity-on-hand. This will preserve security and purchasing/costing data integrity.
(3) All imported files from third-party sources must be in spreadsheet format.