> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# import from ERP

> import from ERP

<Warning>
  We recommend that you contact SuperOffice Support to back up the SuperOffice database before you import large amounts of data.
</Warning>

Follow the steps below to import actors (customers, suppliers and individuals) from an ERP system into the SuperOffice database.

## Select actors to be imported from the ERP system

1. Open the Import screen by clicking <i class="ph ph-file-arrow-up" aria-hidden="true" /> **Import** in the Navigator.

2. Under **Select an import source**, select **ERP sync**. The **Select ERP connection** dialog opens.

   If the **ERP sync** button is inactive, you must turn off synchronization in **Quote/Sync** > **Sync** tab.

3. In the **ERP connection** list, [select the connection][2] you want to import from.

4. In the **Actor type** list, select what you want to import. For example, customers, suppliers or individuals.

5. Click **OK**. The **Search ERP** dialog appears.

6. [Search for the actors you want to import][1], such as all suppliers in a specific town.

7. In the list of search results, select the rows you want to import.

8. Click **Add Import**. The actors are displayed in Settings and maintenance.

<Note>
  At this stage, actors from the ERP system have not yet been imported into the SuperOffice database. SuperOffice just loads the actors you want to import, so that you can define the import settings.
</Note>

## Configure the import

1. Click **Configure import settings** and [adjust the import settings][1].

   [1]: ../settings

1) Click **Next**. The **Preview import** window will appear.

2) In **Preview import** you can browse through the import data before the import begins.

   |               Icon              | Description                                     |
   | :-----------------------------: | ----------------------------------------------- |
   |   ![Icon - company new][img1]   | The company does not exist and will be added.   |
   | ![Icon - company changed][img2] | The company already exists and will be updated. |
   |    ![Icon - person new][img3]   | The contact does not exist and will be added.   |
   |  ![Icon - person changed][img4] | The contact already exists and will be updated. |
   |              empty              | No updating.                                    |

[img1]: /media/icons/admin/import-preview-icon-company-new.png

[img2]: /media/icons/admin/import-preview-icon-company-changed.png

[img3]: /media/icons/admin/import-preview-icon-person-new.png

[img4]: /media/icons/admin/import-preview-icon-person-changed.png

1. Remove the checks on the rows you do NOT want to import.

2. After verifying that these are really the data you want to import, click **Import**

## Complete the import

When the import finishes, two lists are displayed:

* New actors that were imported.
* Existing actors that were updated by the import.

Above each list is a link to the selection containing the new/updated actors.

<Tip>
  If you want to delete imported actors from SuperOffice, use the selection.
</Tip>

[1]: ../../search-options/learn/search-criteria

[2]: ../../erp/admin/add-connection


## Related topics

- [NSImportErpData](/en/automation/crmscript/reference/CRMScript.NetServer.NSImportErpData.md)
- [NSImportAgent](/en/automation/crmscript/reference/CRMScript.NetServer.NSImportAgent.md)
- [SuperOffice.WebApi.Data.ImportErpData](/en/api/reference/webapi/SuperOffice.WebApi.Data.ImportErpData.md)
- [SuperOffice.WebApi.Agents.ImportAgent](/en/api/reference/webapi/SuperOffice.WebApi.Agents.ImportAgent.md)
- [SuperOffice.WebApi.Agents.IImportAgent](/en/api/reference/webapi/SuperOffice.WebApi.Agents.IImportAgent.md)
- [Create Erp Import Data](/en/api/reference/restful/agent/import_agent/create-erp-import-data.md)