Bring your customers in from a spreadsheet.
Upload a spreadsheet of your customers, check every row before anything is saved, and undo the whole import for 24 hours. If you’re moving from other software, the same import reads the customer exports many systems make, with their columns already matched. Any day, you can download your business records as plain files.
Status Built, switching onDownloading your business records is in use today. The import is built and switching on.
- A spreadsheet import with a preview and a 24-hour undo
- Customer exports from other software, matched column by column
- Your business records downloadable any day, with a guide to every column
With the rest of the product
Imported clients arrive with their sites and contacts, ready for estimates and the schedule.
Works with
Leads and CRM
Every client with their sites, contacts and history; every lead with a first-reply clock.
Live at our first companyAPI, webhooks and MCP
Connect your other apps, and let an AI assistant look things up for you.
In use
Put your company on the list.
We’re opening to service businesses a few at a time, in the order of this list. Joining is free and doesn’t commit you to anything.