Module guide
Moving from another system or a spreadsheet? Paste your active rentals and your real operation appears on the board in minutes.
The order importer at "Import your orders" is built for companies that already operate outside the app: in Excel, Google Sheets, a notebook, or another software. Instead of retyping every rental, you copy the rows straight from your spreadsheet, paste them into one box, and the page validates everything line by line before anything is created. Only rows marked "OK" are imported; rows with issues are listed with the exact reason and skipped.
Each imported row becomes a customer plus an active order that is waiting pickup. Nothing is billed: imported orders arrive unpaid, with no charges created and no invoices sent, exactly as the intro card says: "Orders you import appear as active rentals (waiting pickup), unpaid, with no charges created. Nothing is billed automatically." You stay in control of when and how each customer pays.
The importer reads up to 200 rows per batch and recognizes the columns "name, phone, address, city, state, zip, date, price", including common header variations, so most spreadsheets work as-is. Customers also have their own dedicated CSV importer in the Customers module, and bank statements have an AI importer in Finances, so every part of your history has a way in.
No. Imported orders are created unpaid, with no charges and no invoices. The intro card states it directly: "Nothing is billed automatically." When a customer does pay, you record or collect that payment on the order like any other, using the tools in Invoicing and Payments.
They arrive as active rentals waiting pickup, because the importer is meant for dumpsters that are already out in the field. They show up on your operations board immediately, ready to be scheduled for pickup when the rental ends.
Not in one paste. The importer reads the first 200 rows after the header line and ignores the rest, so split a bigger sheet into batches of up to 200 rows and paste them one batch at a time.
Yes. Every imported row creates a new customer from the "name" and "phone" columns, then attaches the order to it. It does not match rows against customers you already have, so if a customer appears twice in your sheet you will get two customer records. To bring in a customer list by itself, with duplicate detection, use the CSV importer in the Customers module instead.
Both columns are optional. A missing or unreadable date defaults to today as the delivery date, and a missing or unreadable price imports the order with a price of 0; you can edit the order afterwards. Only prices that do parse as a number but fall outside 0 to 5000 block the row, flagged as "price out of range".
The dashboard checklist shortcut "Already have rentals out? Import your spreadsheet" only shows while your company has no orders yet. The page itself stays available: open /app/import-orders directly in your browser to import another batch.
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