Articles tagged import
Can I import data from my old system?
Yes — Suprata supports CSV import for accounts, contacts, and items. A few categories of data are notoriously hard to migrate cleanly; here's what to expect.
Importing a price list from CSV
When you're bringing in 100+ items from a previous system, hand-entry isn't practical. Suprata's CSV import handles bulk loads, but the parsing rules and tax-category mapping have a learning curve. Here's the safe patter...
Migrating from Another System
Coming from ServiceTitan, Housecall Pro, QuickBooks-only, or Excel? The order of operations that minimizes data loss, the parts you should *not* migrate, and the parallel-running discipline that prevents mid-cutover chao...