Drop in an export from your old system. We map the columns, show you exactly what will be created, and let you roll back.
Drop your export files here
CSV or ZIP, up to 200 MB. Customers, properties, equipment, job history, invoices, and pricebook.
| Their column | Our field | Preview |
|---|---|---|
| Customer Name | customers.display_name | Maria & Jorge Delgado |
| Service Address | properties.line1 | 2107 Sendero Springs Dr |
| Mobile Phone | contacts.phone | (512) 555-0201 |
| Equipment Serial | equipment.serial | 2618E12345 |
| Refrigerant Type | equipment.refrigerant_type | R-410A |
17
Merged automatically on an exact phone and address match. Four need your review.
63
Missing ZIP code, unreadable install date, or no phone number.
You can undo this import for 7 days.
Import 21,845 records