Bytt system på kort tid

Det trenger ikke være vanskelig å bytte prosjektsystem. Vi hjelper med eksport, import og full oppsett, slik at dere kommer raskt i gang med Ultra.

Five simple steps to Ultra

We help you all the way from planning to go-live.

1

Migration plan

Together we review your current situation and create a migration plan tailored to your move to Ultra.

2

Export from the old system

Export the relevant data from your current system. Most systems support Excel or CSV.

3

Clean and prepare

Remove old or inactive customers and clean up your data before migration.

4

Import into Ultra

We help upload the files to Ultra. Our AI matches the columns automatically.

5

Go live

We train your team and make sure everything works smoothly so you can start using Ultra immediately.

Migration process

What can be imported?

We can import all important data from your old system, from customers and projects to budgets and schedules.

Customers
Contact details
Addresses
Organisation numbers
Contacts
Projects
Project numbers
Project names
Budget
Schedules
Start dates
End dates
Descriptions
Reference numbers
Site addresses
Comments
Fortnox customer numbers

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 nameOrganisation no.EmailPhone
K-001Andersson Bygg AS556123-4567info@andersson.se070-123 45 67
K-002Familien Bergström—lisa@bergstrom.se073-987 65 43
K-003Svensson Malerarbeid556789-0123kontakt@svenssons.se076-555 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 nameStart dateEnd dateBudget
P-2401Andersson bathroom renovation15.1.202430.3.2024185 000 SEK
P-2402Bergström extension1.2.202415.6.2024450 000 SEK
P-2403BRF Eken façade renovation10.3.202420.5.2024320 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-2401

Imported 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

Total imported

480 500 SEK

Vanlige spørsmål om migrering

Svar på vanlige spørsmål om dataimport og overgang til Ultra.