Articles tagged import

Yes. The import wizard brings in customers, your price list, opening balances, and boats or RVs from a spreadsheet or another system's export. It checks everything before writing anything, and it can be undone.

Bringing in 100+ items from a spreadsheet or your old system? The import wizard matches your columns, builds your categories, checks every row before writing anything, and can undo the whole import. Here's the safe way t...

Coming from ServiceTitan, Housecall Pro, QuickBooks-only, or Excel? The order of operations that minimizes data loss, the parts you should *not* migrate, and the parallel-running discipline that prevents mid-cutover chao...