Introduction
When moving from another CRM to Copilot, it’s important to export the right information so you don’t lose valuable customer, property, or financial data. This guide shows you what to gather before starting your import.
Step 1: Export Your Core Records
The most important records to bring into Copilot are:
Customers – Names, contact details, billing addresses.
Properties – Service addresses, customer ownership, property size.
Items/Services – Products, services, or offerings you track and sell.
Expenses – Vendor information, costs, and categories.
Important: Export these in a spreadsheet or CSV format, as Copilot supports CSV imports.
Step 2: Check Data Quality
Before importing into Copilot, review your files:
Remove duplicate customers or properties.
Standardize formats (e.g., phone numbers, addresses).
Ensure required fields (like customer name or property address) are not blank.
Example: A customer record missing an email address can still import, but you may want to add it later for email capabilities.
Step 3: Prepare for Import
Once your data is clean:
Log into Copilot.
Go to Settings > CSV Imports.
Upload your CSV files for each data type.
Note: If you’re migrating from a system with more fields than Copilot, some custom fields may not map directly. You can create Custom Fields in Copilot before importing.
That is how you successfully import your .csv files from your previous CRM to Copilot. If you have any more questions about it that we didn't cover here, send a message to Air Traffic Control on the bottom right-hand side and we will gladly assist you!