Properties Import 1 point per 450 records
- Property Details are extracted from an existing ERP System, Excel, or paper contracts. The information is validated, formatted as per Aspire requirements and entered into Aspire.
Contact Import 1 point per 350 records
- Contact information is extracted from a CRM or other systems, formatted for Aspire and entered or uploaded.
Item Catalog Import 1 point per 250 records
- Items are added to Aspire sources of this information include ERP systems, estimate sheets, and vendor price lists.
Contract Importing: 1 point per 75 records
- Work with an Aspire specialist to define available fields needed from data sources, ERP systems, files, etc. and extract information. Review, Validate and Upload into Aspire.
Kit Creation 1 point per 50 records
- Kits are established through discussion, Excel or other estimating tools, and other ERPs. We sort through information, set kit parameters, and enter into Aspire.
New Client Package: Starting at 7 Points
The package provided is in increments of 200 contracts and all associated items.
New to Aspire or an existing Aspire client that acquired a new company and needs help with all data migration? Full Support provided for:
- Property & Contact, Format, and Import into Aspire
- Item Import
- Kit Creation
- Opportunity Import and Setup