Changez de système rapidement
Changer de système de gestion de projets ne doit pas être compliqué. Nous vous accompagnons de l'export à l'import et au paramétrage complet pour démarrer rapidement avec Ultra.
Five simple steps to Ultra
We help you all the way from planning to go-live.
Migration plan
Together we review your current situation and create a migration plan tailored to your move to Ultra.
Export from the old system
Export the relevant data from your current system. Most systems support Excel or CSV.
Clean and prepare
Remove old or inactive customers and clean up your data before migration.
Import into Ultra
We help upload the files to Ultra. Our AI matches the columns automatically.
Go live
We train your team and make sure everything works smoothly so you can start using Ultra immediately.
What can be imported?
We can import all important data from your old system, from customers and projects to budgets and schedules.
Import your customers
Bring across all customers, including contact details, addresses and organisation numbers. Ultra automatically matches columns from your Excel or CSV file. Read more
- Automatic column matching
- Support for many information types
Import customers
Match columns from your Excel or CSV file to Ultra. Read more
kundlista.xlsx
456 customers found
| Customer no. | Customer name | Organisation no. | Phone | |
|---|---|---|---|---|
| K-001 | Andersson Construction | 556123-4567 | info@andersson.se | 070-123 45 67 |
| K-002 | Famille Bergström | — | lisa@bergstrom.se | 073-987 65 43 |
| K-003 | Peinture Svensson | 556789-0123 | kontakt@svenssons.se | 076-555 12 34 |
Showing the first 3 rows
Import ongoing projects
Keep your project numbers, budgets and schedules. Import ongoing and completed projects directly from your old system for a smooth transition. Read more
- Keep existing project numbers
- Import budgets, dates and descriptions
- Save additional details such as comments
Import projects
Match columns from your Excel or CSV file to Ultra. Read more
projektlista.xlsx
127 projects found
| Project no. | Project name | Start date | End date | Budget |
|---|---|---|---|---|
| P-2401 | Andersson bathroom renovation | 15/01/2024 | 30/03/2024 | 185 000 SEK |
| P-2402 | Bergström extension | 01/02/2024 | 15/06/2024 | 450 000 SEK |
| P-2403 | BRF Eken façade renovation | 10/03/2024 | 20/05/2024 | 320 000 SEK |
Showing the first 3 rows
Bring your project finances
We can import project financials from your old system into Ultra. Opening balance entries are added as items on each project. Read more
- Import costs and invoiced amounts
- The column name becomes the item's name in Ultra
Opening balances
P-2401Imported project costs and expenses
Supplier invoices
12 invoices
234 500 SEK
Labour costs
3 items
156 800 SEK
Material costs
8 items
89 200 SEK
480 500 SEK
Questions fréquentes sur la migration
Réponses aux questions courantes sur l'import de données et le passage à Ultra.