Data Import and Export

Importing Data

Migrate from another system by importing:

• Customers — CSV format
• Properties — CSV format
• Pricebook items — CSV format

Import Steps

1. Go to Settings > Import
2. Download the template CSV
3. Fill in your data
4. Upload the CSV
5. Map the columns
6. Review and confirm

Exporting Data

Export any data from TradesmanExperts at any time:

• All reports are exportable to CSV
• Customer data export available under GDPR compliance tools
• Full data export available on request