Import jobs and customers from another system
Bring your history over from a CSV or Excel export in five steps — or let our team do it, free.
- Find it in
- Settings → Data import
Export your jobs from the software or spreadsheet you use today — CSV, or Excel .xlsx or .xls — and bring them into MoveConsole. Or send the file to us and our team does it for you, free.
- File. Open Settings → Data import and drop the file in. For a workbook with several tabs, pick the tab.
- Columns. MoveConsole matches each column to its field by name. Change any match, keep a column in the job’s notes, or leave it out.
- Statuses. Each of your old statuses gets a MoveConsole status. Dates settle the rest: a job still marked booked after its date comes in as Completed.
- Review. Every row is checked and counted before anything is saved.
- Import. And if something looks off, Undo takes it back — as long as nobody has worked on those jobs yet.
Built for switch day
- Imported jobs send nothing — no messages to people who moved last year.
- Upcoming moves keep their reminders.
- A past job keeps its total as history, never as money owed.
- Customers are matched by email, so nobody is added twice.
- MoveConsole remembers how you matched a system’s columns, for the next file from it.
Good to know
Up to 20,000 jobs go in one import; a bigger history comes over in parts.
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