SignageMeUp · Transfer guide

Transfer from ShopVOX

Move customers and jobs into SignageMeUp with CSV, then upload PDFs/artwork onto each sales order. Live ShopVOX API sync is a future option — this guide covers the one-time CSV path.

Open import
  1. 1

    Export CSVs from ShopVOX

    • In ShopVOX, export your Customers (accounts) list to CSV.
    • Export Jobs / Work Orders / Sales Orders (open + recent closed if you want history) to a separate CSV.
    • Keep the ShopVOX Id / Job # columns when available — SignageMeUp uses them for idempotent re-imports.
  2. 2

    Download SMU templates & map columns

    • Open CRM → Settings → Import from ShopVOX.
    • Download the Customers template and the Jobs/orders template.
    • Map ShopVOX headers to SMU columns (Company Name, Email, Phone, Address, Job #, Job Title, Status, Amount, dates, etc.). Extra columns are ignored.
    • Import customers first, then jobs — jobs match customers by ShopVOX Id, email, or exact company name.
  3. 3

    Dry-run preview, then Confirm import

    • Upload the CSV and click Dry-run preview. Review create / update / skip counts and any row errors.
    • Click Confirm import only when the preview looks right. Imports are scoped to your logged-in company and never delete existing CRM rows.
    • Re-running the same file with the same ShopVOX Ids updates matched records instead of duplicating them.
  4. 4

    Upload PDFs & artwork to each job (Assets)

    • CSV cannot carry artwork files. After import, open each Sales Order → Assets tab.
    • Upload PDFs, proofs, die lines, and production files there (same Assets API used by the rest of CRM).
    • Optional: attach files to individual line items when a job has multiple products.
    • Tip: name files with the ShopVOX Job # so teams can find them quickly.
Customer columns

Template + common ShopVOX aliases (Id, Company, Email, Phone…).

  • ShopVOX Id
  • Company Name
  • Legal Name
  • Email
  • Phone
  • Address
  • City
  • State
  • Zip
  • Website
  • Terms
  • Sales Rep
  • Tax
  • Account Number
  • Marketing Area
  • Pricing Level
  • Primary Contact
  • Notes
  • Enabled
Job / order columns

Jobs land as Sales Orders. Status maps to Open / In Production / Completed / Cancelled / New.

  • ShopVOX Job Id
  • Job #
  • Job Title
  • Status
  • Customer Name
  • Customer Email
  • Customer ShopVOX Id
  • Order Date
  • Due Date
  • Amount
  • Description
  • Customer PO
  • Sales Rep
  • Terms
  • Notes
PDF / artwork after import
  1. Go to CRM → Sales Orders and open an imported job.
  2. Open the Assets tab.
  3. Upload or attach by URL (PDF, PNG, JPG, AI/EPS when supported by your browser upload).
  4. Optionally attach files on a specific line item for multi-product jobs.
Sales ordersImport UICustomers templateJobs template

SignageMeUp · ShopVOX transfer guide · Does not wipe company data · Live API sync TBD