Bulk import lets you upload a spreadsheet (CSV) so you don't have to type each record one by one. You can preview everything before TradelyHQ saves it, so a mistake on the spreadsheet won't mess up your account.
Bulk import is owner-only. Techs and other team members can't reach this screen.
What you can import
- Clients — name, region, billing email, property count, notes
- Techs — name, email, region, hourly rate, pay model (each tech gets an invite email when you import)
- Locations / site codes — client, code, address, lockbox info
- Work orders — client, location, category, priority, status, assigned tech, title, notes, completion date, NTE / spend cap, invoice status
How to import
- Open the Admin portal and go to Settings → Business → Bulk import.
- Pick what you're importing: Clients, Techs, Locations, or Work Orders.
- The card shows the exact column headers you need at the top — copy those into row 1 of your spreadsheet, then fill in your data underneath.
- Save your spreadsheet as CSV and upload it. TradelyHQ runs a preview of every row it's about to add and flags anything that looks wrong. Nothing is saved yet.
- If the preview looks right, click Import to confirm. If it doesn't, click Cancel and fix the spreadsheet.
You can import up to 5,000 rows at a time. If your file is bigger, split it into smaller files. Most contractors switching tools have well under 5,000 active records.
What we don't import
Invoices, quotes, and inventory can't be brought in by spreadsheet. For invoices, the easier path is to connect QuickBooks Online — your past invoices stay where they already live, and TradelyHQ keeps new ones in sync going forward. Rebuilding old financial records inside TradelyHQ usually isn't worth the cleanup work.
We also don't try to bring over comment threads, attachments, or photos from your old tool — those rarely export cleanly.
If something goes wrong
The preview screen is your safety net — look it over before you click Import. There's no self-serve undo once you confirm. If you do import something by mistake, email support@tradelyhq.com with the date and time of the import and we'll clean it up for you.