Overview
If you're moving to Fergus from another job management platform, you may be able to export key information from your previous system and import it into Fergus.
This article explains the general process for migrating common data such as customers and jobs, setting up materials, pricing and commonly used items when starting with Fergus.
Because every platform exports data differently, the exact steps for exporting your data may vary.
Step 1: Export your data from your previous system
Most job management platforms allow you to export your data as a CSV file.
When exporting your information, look for options to export data such as:
Customers or contacts
Customer sites or addresses
Jobs or work orders
Materials or items
Pricing lists or catalogues
These exports are usually found in areas such as Settings, Reports, or Export within your previous system.
Once exported, you should have one or more CSV files containing your data.
Step 2: Import customers into Fergus
Fergus provides several import tools that allow you to bring data into your account.
To access the import tools:
Log in to your Fergus account
Go to Customers
Click the three dots menu on the right-hand side
Select Import customer list
From here you will see the available import options.
Depending on the format of your exported files, Fergus may be able to import:
Customers
Jobs
Sites
For some platforms, Fergus provides dedicated importers that allow multiple types of data to be uploaded at once.
For other systems, you may be able to import customers using a custom CSV file.
Follow the prompts to upload your files and map the fields where required. Depending on how much data you upload, the import may take a few seconds to a few minutes.
If you are unsure which importer to use, the Fergus support team can help guide you through the process. Reach out via support@fergus.com
Depending on how many customers you import, this process may take a few seconds to a few minutes. Once complete, your customers will appear in the Customers section of Fergus.
Step 3: Set up materials and pricing
Many Fergus customers add materials and pricing by importing supplier price books.
Uploading supplier price books can make it easier to quickly find and add materials when creating quotes or jobs.
If you regularly use specific materials that are not included in supplier price books, you can also create custom price book items. If you have a custom price book in CSV file format, this can be uploaded as well.
Setting up your price book early can help speed up quoting and invoicing once you begin using Fergus.
Recreating bundles, kits, or templates
Some job management platforms allow you to create bundles, kits, or templates that group commonly used materials or labour items.
In Fergus, similar functionality can be achieved using Favourites.
Favourites allow you to save commonly used line items so they can be quickly added to quotes, jobs, and invoices.
At this time, bundles or kits from other systems cannot be automatically imported into Fergus. These will need to be recreated manually as favourites.
For detailed instructions on creating favourites, click here to view our help article!