We advise that you contact the Support Team at SME to the export data for you, as they know exactly the format that is required. However, if you wish to try and do this yourself, you can do so following the steps below.

Exporting your list of contractors

Go to 'Contractors' on your SME system, and select 'View Contractors':

Once you are in 'View Contractors', you will need to change the filter by service to 'All', and the filter by status to V'iew current contractors'.

Please note that you will need to click the 'CSV' button in order to export this data:

You can now upload this data file on to your Fixflo site; for more information on this, check out our guide here.

Exporting your list of properties

Go to 'Properties' on your SME system, and select 'View properties':

In the 'View properties' page, please click the 'Advanced search' button and select 'Managed Let' under 'Type': 

Once you've applied the above-mentioned filter, please click the 'CSV' button to export the data.

Please note we will use the ID as a common reference, in order to match both properties and landlords:

Exporting your list of landlords

Go to 'Owners' on your SME system, and select 'View owners/landlords':

Once you are in the 'View owners/landlords' page, you will need to change the 'View' filter to 'All current'. You can then use the 'CSV' button to export this data:

Exporting your list of occupiers

Go to 'Tenants' on your SME system, and select 'View tenants':

Once you are in the 'View tenants' page, you will need to change the 'View' filter to 'All current'. You can then use the 'CSV' button to export this data.

Import all of these files using our guide here.