Customers, properties, open invoices, and years of service history, all moved into RootControl. A guided wizard matches your spreadsheet columns, and nothing saves until you approve the preview.
You've got a decade of customers, properties, and history in your current system. The thing that keeps you stuck isn't whether RootControl is better, it's the dread of starting from an empty screen. Here's what usually holds people back.
Every property you've ever serviced, every note, every past job. Re-typing it by hand isn't realistic, so the old system stays open in another tab forever and you're paying for two tools at once.
Open invoices don't pause while you switch. If your accounts-receivable picture doesn't come across correctly, you risk losing track of who owes what the moment you flip the switch.
Your export has its own column names and quirks. The worry is days of cleanup, a botched import that creates duplicates, and no way to undo it once it's in.
The same guided wizard handles every record type. You stay in control the whole way, and nothing touches your account until you say so.
Pull a CSV export from your old system, or use the spreadsheets you already keep. Pick what you're importing, customers, properties, invoices, and so on, then upload the file. If you'd rather work from the exact format, download a ready-made template for that record type with one click.
RootControl reads your file's headers and uses AI-assisted matching to line each one up with the right field, "Client Name" to customer name, "Street" to address, and so on. Every suggestion is shown for you to confirm or change with a dropdown. If your headers already match, this step is skipped entirely.
Before anything is saved, you get a preview: how many records will be created, how many will be skipped, and the specific reason for each skipped row, by line number. Nothing is written to your account yet, so you can go back, fix the file, and check again as many times as you like.
When you commit, the good rows import and only the rows with issues are skipped, so one missing email never blocks the whole file. You get the same line-by-line report of what came in and what to fix. Include your old record IDs and you can re-run the file safely later without creating duplicates.
The preview step: you see all of this before a single record saves.
A migration isn't worth much if it only brings names and phone numbers. RootControl moves the records you actually run on, and the history that makes them useful.
The core of your book: every customer with their contact and billing details, every property tied to the right customer, and any open leads still in your pipeline.
The money side comes over correctly. Bring open invoices with the balance still owed and past payments already applied, so your accounts-receivable picture is right from day one.
The reason customers trust you is the years of work behind them. Bring completed jobs and service records across so the full story shows up on each customer's timeline.
Past proposals and the agreements you're still servicing come too, so renewals and follow-ups have something to build on instead of starting blank.
The day-to-day records that run the shop come across as well, so estimating, purchasing, and equipment tracking are ready the moment you log in.
You don't have to reformat your spreadsheet to fit ours. RootControl reads your headers and lines them up with the right fields, and you confirm or adjust every match before continuing.
No leap of faith. Every import runs a dry preview first that shows what will be created, what will be skipped, and exactly why, before a single record lands in your account.
Already on QuickBooks? Connect it and keep invoicing in sync both ways. And if your vendors only exist as names on old bills, one pass turns them into real, managed records.
Want to watch your own export go through the wizard? Book a live import walkthrough.
The three things that hold people back are the three things we designed around.
Customers, properties, open balances, and years of service history all come over, so the old system becomes a backup, not a tab you keep open forever.
Imported history is flagged as the past. No reminders on old invoices, no late fees, no renewal notices, and no jobs landing back on the schedule.
You preview every import before it saves, good rows come in while problem rows wait, and re-running a file skips what's already there.
Your live records and your history, all from CSV files, which every common tool and spreadsheet can export.
No. The import wizard reads your file's headers and uses AI-assisted matching to line up your columns with the right RootControl fields.
No. Imported history is flagged as historical: it lands on the customer's timeline and your reports but stays out of live workflows.
Your past shows up as a record, not as a flood of emails.
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.
Send us a spreadsheet from your current system and we'll walk you through the import live: matched columns, a full preview, and your customers and history landing in RootControl, before you commit to switching.
Prefer to explore on your own? Start your 15-day free trial, no charge today.