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Historical Data Import

Bring your whole history across, not just your templates.

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Historical Data Import · Forms & Templates

Map every field to what you already have, including services and add-ons
Existing clients and agents matched by email, with clients and properties created as it goes
Past inspection PDFs land in the Documents tab of each inspection
Upload multiple files at once and the system reads across all of them

Screenshot coming soon.

Overview

What is Historical Data Import?

Import your past inspection data from your old software so everything lives in one place, and every bit of it is reportable. Your old PDFs come too.

At a glance

What comes over: Your past inspection data, mapped field by field, including services and add-ons
People: Existing clients and agents are matched by email. Clients and properties are created as the import runs
Documents: Past inspection PDFs land in the Documents tab of each inspection
Multiple files: Upload several at once and the system reads across all of them to match up as much as it can
Undo: Reverse an entire import from the Import History page, then remap and try again
Cleanup: Select and delete imported inspections straight from the Inspections list

Step by step

How Historical Data Import works

4 steps, start to finish.

1

Upload your export

Drop in one file or several at once
2

Map the fields

Match every field to what you already have, services and add-ons included
3

Run it and look

Clients and agents are matched by email, and properties are created as it goes
4

Keep it or undo it

If something is off, undo the whole import from Import History, remap, and run it again

Worth knowing

The parts people ask about.

This is your records, not your templates

Templates, comment types, tags and photos come across through the AI template importer. This brings your past inspections, clients, properties and PDFs.

Questions