Honest answer: self-serve bulk import is partially built. The rest, we do for you on onboarding. Here's the breakdown.
What's self-serve today
Site-codes / locations
From the admin portal: Clients → pick a client → Manage Locations → Import CSV. Two-column format: code,address. One row per site. Imports in seconds. Idempotent on re-import (existing codes update, new ones insert).
What we'll do for you (concierge import)
Existing clients
Send us a CSV with columns: name, region, billing_email, properties (count of sites), notes. We'll bulk-insert in your tenant. Typical turnaround: 1 business day.
Existing techs
Send us a CSV: name, email, region, specialty, hourly_rate. We import and email each tech an invite with a temp password. Typical turnaround: 1 business day. (You can also self-invite each via Techs → + Invite Tech if your team is small.)
Historical work orders
This is the hardest case — your prior tool's WO export probably doesn't map cleanly to our schema. We'll take whatever format you can export (Jobber CSV, ServiceTitan API dump, MaintainX export, custom Excel) and do the mapping. Typical turnaround: 3-5 business days for a full back-catalog import. Free as part of onboarding for paid tenants.
What we map per WO: client, location, category, priority, status, tech name (we'll match against your imported tech list), title, notes, completion date, NTE amount, invoice status. We don't try to reconstruct comment threads or photos from prior tools — those usually don't have a clean export path.
Existing invoices
You probably DON'T want this — your existing invoices are in QuickBooks already, and if you connect QBO, your invoice history is reachable from there. We import invoices into TradelyHQ only if you're not using QBO at all and want a single source of truth for billing. Send a CSV; we map.
What's coming (BACKLOG)
- Self-serve client import via CSV (parity with locations)
- Self-serve tech invite via CSV (with rate-limit awareness)
- MaintainX → TradelyHQ one-click migration tool (integration partner-led, not solo build)
How to start the concierge import
- Email support@tradelyhq.com with subject "Onboarding import"
- Attach your exports (CSV preferred; Excel fine; we'll convert)
- Tell us which fields matter to YOU — there's always a column or two we'd otherwise skip that turns out to be load-bearing for your operation
- Within 1-3 business days you'll get a Loom video walking through the imported data + any cleanup decisions we made
We charge nothing for onboarding imports up to ~10,000 records. Larger jobs we'll quote case-by-case but it's cheap; the goal is to get you off your old tool, not to make money on migration fees.