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Switching to TrackOver

Moving from spreadsheets or paper to TrackOver

If your business lives in Excel or Google Sheets, download the sheet (Google Sheets: File, Download, CSV or Excel) and drop it in. Column names like Name, Phone, Address or Unit # are matched for you, and you can change any match before importing. On paper? Type your customer list into one sheet first, or add customers straight into TrackOver as their next job comes up.

What comes over

CustomersCustomers, with the address kept
JobsJobs
PricesYour price book
LeadsLeads, all starting as New
EquipmentEquipment, with hour meters and VINs
CrewTeam members, switched off until you turn them on

How it works

  1. 1
    Download your lists from a spreadsheet
    Save each sheet as CSV or Excel. One file per list: customers in one, jobs in another.
  2. 2
    Drop the file into TrackOver
    Sign in as the owner or a manager, go to trackover.io/import, pick what the file holds, and drop it in.
  3. 3
    Check the columns and the rows
    We match the columns for you and show every row. Fix a match with one dropdown if it's wrong.
  4. 4
    Import, and undo if you need to
    Rows are saved in batches while you watch. If it isn't what you wanted, Undo takes the whole import back out for 24 hours.

Good to know

  • A title line or a blank row above your headers is fine: we find the header row.
  • Semicolon- and tab-separated files work too.
  • Coming off paper, start with customers and open jobs. Old finished jobs can stay in the filing cabinet.
  • CSV and Excel (.xlsx) files both work, up to 4 MB and 20,000 rows each. Split a bigger list into a few files.
  • You see every row before anything is saved: what's ready, what's already in TrackOver, and what can't come in and why.

Safe by design

See it before it's saved
Every row is checked first. Rows that can't come in say why, and you can download them to fix.
No duplicates, nothing overwritten
Anything already in TrackOver is skipped, never changed. Same name but different phone and email? You decide.
Undo for 24 hours
One tap takes an import back out. Anything your team has worked on since stays.
No automatic texts
Imported customers and leads aren't signed up for automatic texts like reminders and follow-ups until they've said yes.
No surprise seats
Imported team members come in switched off: no login, no invite, no charge until you turn them on.
Owners and managers only
Only the office can import, and everything stays inside your company's account.

Common questions

What can I bring over from spreadsheets or paper?

Customers: Customers, with the address kept. Jobs: Jobs. Prices: Your price book. Leads: Leads, all starting as New. Equipment: Equipment, with hour meters and VINs. Crew: Team members, switched off until you turn them on.

How long does the import take?

Minutes per file. The longer part is deciding what to bring: start with customers, open jobs and your prices, then add the rest when you need it.

What if the import goes wrong?

Nothing is saved until you have seen every row. After it is saved, Undo takes the whole import back out for 24 hours, and anything your team has worked on since stays.

Will my imported customers get texts?

No. Imported customers and leads aren't signed up for automatic texts like reminders and follow-ups until they've said yes.

Is there a free trial?

Yes. The free plan needs no card and doesn't expire, and every paid plan starts with a 7-day free trial.

Can someone help me with the export?

Yes. Email support@trackover.io with what you are trying to bring over and where you are stuck.

Still deciding?
Spreadsheets and paper and TrackOver side by side, including when to stay put. →
Start freeAlready on TrackOver? Import now

Questions about an export? Email support@trackover.io.