Preparing Your Data

Nucleo is designed to allow data importing from any previous ISP Billing platform in a quick and efficient CSV import method. It's recommended that you follow the order of import so you can easily set the relationships within Nucleo from the get go and have accurate data.

To prepare your data for import into Nucleo, you will need to export your existing data from whatever platform you are currently on, into the templates provided. Don't worry! Each CSV file is templated and thoroughly documented.

The recommended order of importing is as follows:

  1. Users
  2. Tax Agencies
  3. Taxes
  4. Service Plans
  5. Sites
  6. Customers
  7. Recurring Events
  8. Calendar
  9. Contacts
  10. Conversations
  11. Services
  12. Bands
  13. Directions
  14. Devices

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