Customers import template
Names, contact details, addresses, and notes, one row per customer.
Get it in the appTemplates & tools
Bring your data across without the re-typing.
Start from a ready-made CSV, drop in your customers, jobs, and invoices, and let the import wizard map the rest. Switching should take an afternoon, not a weekend.
CSV import templates
The import wizard maps columns for you. These templates just give you the right starting shape. You download them inside the app when you set up your account, so they always match the current fields.
Jobs import template
Job title, customer, status, and schedule. Bring years of work history across.
Get it in the appInvoices import template
Invoice numbers, amounts, and status so your books stay continuous.
Get it in the appFree tools
ROI calculator
Estimate the admin hours you could win back by consolidating five tools into one.
OpenCSV import guide
See how the import wizard maps your spreadsheet columns to the right fields.
OpenReady when you are
Set up your account and import in minutes
Start free for 14 days, no credit card. Bring your data in with a click.