The Switch Kit
Switch yourself. In an afternoon.
The scariest part of new software is getting your history in. So we built it into the product: CSV templates, a guided import wizard that maps your columns, a full preview before anything lands, and one-click undo on every batch. No waiting on a services team — yours or ours.
The Switch Kit is free on every plan, trial included.
Export what you have
Pull customers and job history out of your current system — a competitor export, QuickBooks lists, or the spreadsheet itself. Or start from our CSV templates and fill them in.
Walk the import wizard
Paste or upload your CSV. The wizard auto-maps your columns to ours — customer names, sizes, dates, prices, paid status — and you can adjust any mapping by hand.
Preview before it lands
See exactly what will be created before you commit. Wrong file? Weird column? Nothing has touched your account yet.
Import — and undo if you want
One click imports the batch. Every batch is undoable in one click too, so there's no way to wreck your account learning the ropes.
Download the templates now
No signup needed. Fill them in whenever — they import cleanly the day you start your trial.
What comes with you
And it works in both directions: your data exports freely too — CSV and QuickBooks formats, on every plan. We keep customers with the product, not the exit fee.
7 days, $0, no demo call. Import on day one or day six — your call.