What can I bring over from my old system?
Your live records and your history. On the live side: customers, properties, leads, your product and service list, expenses, vehicles and equipment, inventory items, and vendors. On the history side: past jobs and service records, open invoices (with how much has already been paid), payments, past estimates, contracts, and logged calls, emails, and notes. Everything comes in from a CSV file, which every common tool and spreadsheet can export.
Do my spreadsheet column names have to match exactly?
No. The import wizard reads your file's headers and uses AI-assisted matching to line up your columns with the right RootControl fields. You see every suggested match and can change any of them with a dropdown before you continue. If a header already matches, the wizard skips the mapping step entirely. You can also download a ready-made template for each record type if you'd rather start from the exact format.
What if some rows have errors?
Before anything is saved, the wizard runs a preview that shows how many records will be created, how many will be skipped, and the exact reason for each skipped row by line number. When you commit, good rows import and only the problem rows are skipped, so one bad address or missing email never blocks the whole file. You fix those rows in your spreadsheet and run them again.
Will importing years of old invoices spam my customers?
No. Imported history is flagged as historical, which means it lands on the customer's timeline and your reports but stays out of live workflows. No payment reminders go out on old invoices, no late fees accrue, no renewal notices fire on past contracts, and old jobs never get scheduled or trigger crew notifications. Your past shows up as a record, not as a flood of emails.
Can I import open invoices customers still owe me?
Yes. When you import an invoice you can include how much has already been paid, and RootControl sets the balance accordingly: fully paid invoices come in marked paid, and ones with a balance come in as still owed so your accounts-receivable picture is correct from day one. Totals are stored exactly as you provide them, with no surprise tax recalculation.
Does it work with QuickBooks?
Yes. Alongside CSV imports, RootControl connects to QuickBooks Online and keeps invoicing in sync both ways, so you can pull existing invoices across and keep your books aligned after you switch. If your vendor names live in years of supplier invoices, a "Backfill from invoices" tool also turns those into managed vendor records in one pass.
Can I run an import again if I make a mistake?
Yes. If you include your old system's record IDs in the file, re-running the same import recognizes records you already brought over and skips the duplicates instead of creating them twice. That means you can do a small test batch first, check it, then run the full file with confidence. Customers, properties, and your product list can also be exported back out to CSV any time for a backup or a review.