Import Templates

Overview

To import your data into Simpro Premium, your import files need to be formatted correctly. Download these templates and complete them with your own data to minimise errors when importing.

Download asset import template

Download the following template to use to import your assets into Simpro Premium:

Learn more in How to Import Assets.

Download catalogue import templates

Download the applicable template for your country to use to import your catalogue items into Simpro Premium:

Learn more in How to Import Generic Supplier Catalogues.

Custom fields import to catalogue items

Learn more in How to Import Custom Fields to Catalogue Items.

Download pre-build import templates

Download the applicable template for your country to use to import your pre-builds into Simpro Premium:

Learn more in How to Import Pre-Builds.

Download job import templates

Download the applicable template for your country to use to import your jobs into Simpro Premium:

Learn more in How to Import Jobs.

Download recurring job import templates

Download the applicable template for your country to use to import your recurring jobs into Simpro Premium:

Learn more in How to Import Recurring Jobs.

Download recurring invoice import templates

Download the applicable template for your country to use to import your recurring invoices into Simpro Premium:

Learn more in How to Import Recurring Invoices.

Download quote import templates

Download the applicable template for your country to use to import your quotes into Simpro Premium:

Learn more in How to Bulk Import Quotes.

Download lead import templates

Download the applicable template for your country to use to import your leads into Simpro Premium:

Learn more in How to Import Leads.

Download customer import templates

Download the applicable template for your country to use to import your customer, customer contacts and customer notes into Simpro Premium.

Customer import:

Customer contacts import:

Customer notes import:

Learn more in How to Import Customers.

Download employee import templates

Download the applicable template for your country to use to import your employees into Simpro Premium:

Learn more in How to Import Employees.

Download contractor import templates

Download the applicable template for your country to use to import your contractors into Simpro Premium:

Learn more in How to Import Contractors.

Download site import templates

Download the applicable template for your country to use to import your sites into Simpro Premium:

Learn more in How to Import Sites.

Site contacts import:

Learn more in How to Import Site Contacts.

Download supplier import templates

Download the applicable template for your country to use to import your suppliers, supplier contacts and supplier branches into Simpro Premium.

Supplier import:

Supplier contacts import:

Supplier branch import:

Learn more in How to Import Suppliers.

US only: If you use Simpro Premium in the United States, the term 'vendor' is used instead of 'supplier'.

Download supplier invoice import templates

Download the following template to use to import your supplier invoices into Simpro Premium:

Learn more in How to Import Supplier Invoices.

US only: If you use Simpro Premium in the United States, the term 'vendor' is used instead of 'supplier'.

Download plant and equipment import templates

Download the applicable template for your Simpro Premium solution to use to import your plant and equipment into Simpro Premium:

Learn more in How to Import Plant and Equipment.

Download stock import templates

Download the following template to use to import your stock take into Simpro Premium:

Learn more in How to Import Stock Take.