Switching from Workiz to TrackOver
Workiz lets you download reports as CSV, and TrackOver reads CSV and Excel files. Drop each one in, check the column matches, and see every row before anything is saved. Not sure which report to use? Email us and we'll sort it out with you.
Most companies bring over customers, open jobs and prices in under an hour. Add the rest when you need it.
We'll move it for you, free
We'll move the data for you, free. Email your export files to support@trackover.io and we'll load them, check them with you, and tell you what came over.
Every paid plan starts with a 7-day free trial. The free plan needs no card and doesn't expire.
What comes over
- Your client listCustomers, with their address kept
- Your jobsJobs, keeping the job number, date, status and address
- Your items and pricesYour price book, as services or materials
- Your leadsLeads in your sales pipeline, all starting as New
- Estimates and invoicesEstimates on each customer's lead, and invoice history for reference
How it works
- 1
Download your lists from Workiz
Open Reports and pick the Jobs report or the Leads report. Show the columns you want, such as client name, phone, email and job address, then export it as CSV. For anything else, build a custom report, save it, then use Actions, Export as, CSV. If you can't find a way to get your full client list out, email us. We'll tell you the quickest route, or take the Jobs report and build your customers from it. CSV or Excel both work.
- 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
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
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
- Workiz exports don't have a fixed layout, so columns are matched by name and you can change any match with one dropdown.
- A client who shows up on many jobs is brought in once.
- 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 savedEvery row is checked first. Rows that can't come in say why, and you can download them to fix.
- No duplicates, nothing overwrittenAnything already in TrackOver is skipped, never changed. Same name but different phone and email? You decide.
- Undo for 24 hoursOne tap takes an import back out. Anything your team has worked on since stays.
- No automatic textsImported customers and leads aren't signed up for automatic texts like reminders and follow-ups until they've said yes.
- No surprise seatsImported team members come in switched off: no login, no invite, no charge until you turn them on.
- Owners and managers onlyOnly the office can import, and everything stays inside your company's account.
Common questions
What can I bring over from Workiz?
Your client list: Customers, with their address kept. Your jobs: Jobs, keeping the job number, date, status and address. Your items and prices: Your price book, as services or materials. Your leads: Leads in your sales pipeline, all starting as New. Estimates and invoices: Estimates on each customer's lead, and invoice history for reference.
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, and we'll do the move for you at no charge. Email your export files, or just where you are stuck, to support@trackover.io.
Questions about an export? Email support@trackover.io.