- 01
Connect the integration
Open Settings and select Integration. Under ERP / Procurement, open the service you use, enter its API Key (and API Secret where asked) and switch it to Active. Import options only appear for connected services.
- 02
Import customers
Open Customers, select + Add, then Import from Jetbuilt or Import from InteliOffice. The dialog lists accounts from the connected service. Search by name, tick the ones you want and choose Import Accounts.
- 03
Import a project
Where your workspace offers project imports, start from Projects and choose the import option for your service. Enter the reference from the source system: a Jetbuilt Project ID, or an Odoo sale order name (such as S07193) or order ID, then select Import Project. Integrio reports how many rooms and products came across.
- 04
Add products from a connected system
Open a project's Products tab and select + Add product, then Add From Jetbuilt, Add From Odoo or Add From InteliOffice, depending on what is connected. Pick the items you need and add them to the project.
- 05
Review the imported records
Imported customers appear in the Customers list, ready to use on new projects. An imported project appears in the Projects list with its rooms as spaces and its products already added, so your team can start surveying straight away.
Good to know
- ✓In the Jetbuilt customer import, accounts with no postcode are flagged as missing. Add the postcode in Jetbuilt first if site addresses matter to you.
- ✓For Odoo, tick Update existing project if found to refresh a project you have already imported rather than create a duplicate.
- ✓Project imports assign the imported project to you as manager. Reassign it from the project afterwards if someone else owns the job.
Still stuck?
Send us the project and the step you reached, and we’ll take a look.