- Save your list as CSV or Excel. One row per service; columns for provider, type, location, account number, monthly cost and contract dates in any order and under any names.
- Open Import services under Inventory and choose the file.
- Match your columns to the fields. The mapping is remembered by name, so next month's export from the same system maps itself.
- Review the preview. Rows that match a service already in the inventory by account or circuit number update it rather than duplicating it; new locations are created from addresses it has not seen.
- Import. The batch gets a number, and for 30 days it can be undone from Settings, Data, which removes what it added and keeps what it only updated.
In the app: Import services · Reconcile with a carrier's list. Sign in to open them in your workspace.