Data import
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      Import data from Equisoft/connect

      Learn how to import your data from Equisoft/connect into your Laylah environment

      Our free Equisoft/connect data import tool imports contacts, activities, tasks and documents from Equisoft/connect in just a few clicks.

      The process consists of 4 steps:

      1. Review your Equisoft/connect data

      We suggest you carry out a few checks on your Equisoft/connect data to ensure that it will be correctly imported into your Laylah environment.

      To do this, see How to prepare for importing data from Equisoft/connect

      2. Request a backup copy of your data from Equisoft

      From the Equisoft/connect Help Center, use the Send a request shortcut and select the Backup requested option.

      You will receive an e-mail with the costs and options for receiving your backup copy, also known as an Archive.

      It is important to ask for your data and documents when requesting a backup copy.

      You should receive a download link within 5 to 10 working days.

      Once you've received the download link, download the archive to your computer.  This file should have a "tar.gz" extension.

      3. Import the archive into your Laylah environment

      1. Click on Data, then on Import in the left-hand vertical menu.
      2. Then click on Add New Import and select Equisoft.
      3. Click on the Configure button, then add a description for this import.
      4. Click on the import you've just created, then click on the Upload New File button.  Select the archive file you've placed on your computer (the tar.gz file) and click Upload.
        Import Equisoft - EN
        Upload Equisoft - EN

      Et voilà!  Laylah will immediately start importing the data and notify you as soon as it's complete.

      Uploading may take some time if the file is large.

      4. Configure automatic assignment of contacts and tasks

      Once the data has been imported, all that remains is to match the Equisoft/connect users with the Laylah users.

      Here's how:

      1. Click on Data in the main menu, then on Imports in the left-hand vertical menu.
      2. Click on the import you wish to modify.
      3. The Automatic Assignment section displays a list of all users associated with a contact or activity.  Click on the + and enter the name of the user in your Laylah environment.

      Et voilà !  

      Contacts and tasks are now all assigned to the right Laylah users.