Import Your Data · updated 2026-08-08
The import puts your real operation on the board, but a few follow-up passes make the data fully yours: schedule the pickups, complete the customer records, and collect the money.
From the done screen, "Open my board" lands on the operations page. Your imported rentals are active orders waiting pickup, so they appear alongside orders created in the app.
Imported orders carry the delivery date from your sheet (or today when the sheet had none). Open each order to set the real pickup date so dispatch can plan the runs.
The importer creates each customer with only name and phone. Open the Customers module to add emails and other details, or merge duplicates if the same customer appeared on several rows.
Every imported order is unpaid with nothing billed. For customers who already paid you outside the app, mark the order's invoice as paid. For open balances, send a payment link or charge the customer through Invoicing and Payments.
Rows without a readable price imported at 0. Open those orders and set the real amount before billing anything.
The importer does not detect previously imported rows; every paste creates new customers and orders. Delete or cancel the duplicated orders and remove the duplicate customers in the Customers module.
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