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Switching

Switch in an afternoon.

The scary part of changing schedulers is losing your customers and history. So the import is a rehearsal first, reversible after, and your old system stays on until you decide otherwise.

In buildBuilt and tested in the owner app. Not on sale yet. This page describes what it does today and what it will not do.

Four steps

  1. Export from your old tool

    Use your old tool's own export for customers, jobs, invoices and the rest. Drop the files in. CSV or Excel.

  2. Check the match

    Apex guesses the system and what each file holds. You see every column, an example value and where it goes, and you can change it.

  3. Read the dry run

    A list of exactly what will be created. Nothing is saved yet.

  4. Confirm, run side by side, then cut over

    Confirm when it looks right. Keep both systems running, refresh from a new export, and work through the cutover checklist when you are ready.

What protects you

We never ask for your old password

You export your own data from your old tool and drop the file in. We do not log in to your old account, and we do not accept passwords or access keys for it.

Nothing is saved until you press Confirm

You see a dry run first: every record that would be created, what was merged as a duplicate, what was skipped and why.

One click undoes the whole import

The import is tracked as one group. Undo removes exactly what it added and nothing else.

Your old system keeps running

Run side by side for as long as you want, from a few days to a month. Refresh from a new export whenever you like and see what is new or changed before anything is applied.

Nobody gets a text because of an import

Imported customers are marked marketing consent unknown unless your old system recorded a dated opt-in. Messaging stays off until you switch it on, and it never reaches anyone on a stop list.

You can always leave

One button downloads everything as plain CSV files that any other tool can read.

What comes over

  • Customers, with phones, emails and addresses
  • Extra contacts on a customer, such as a spouse or an office manager
  • Service history and upcoming appointments
  • Invoices, kept as history only: Apex does not bill, email or text about them
  • Notes and tags
  • Recurring schedules
  • Price lists

Anything that does not fit a field is kept as a note, not thrown away. The report lists every row that was skipped and why.

The cutover checklist

Apex will not let you finish the cutover until these are done: your data matches your old system, you have run both for the time you chose, you reviewed who has opted in, your stop list is handled, you downloaded the rollback export, texting registration is approved, you decided about messaging, and new bookings are pointed at Apex.

Looking for the technical detail? See Migration and Security.

Questions, answered first

Is it really one afternoon?
The import itself is a short job once you have your export files: drop them in, read the dry run, confirm. How long the whole switch takes is up to you, because side by side mode lets you keep the old system as long as you want. We do not promise a number of minutes.
Which systems can I import from?
Markate, Jobber, Housecall Pro, ServiceMonster and Workiz, plus any spreadsheet. Files can be CSV or Excel (.xlsx). Apex reads the column headers to guess which system a file came from and what it holds, and you can change any guess.
How do you know the columns in my export?
We matched them from public descriptions of each tool and not from your account, so a column can be misread. That is why there is a mapping screen: every column shows an example value and where it will go, and you can point it somewhere else or keep it as a note.
What happens to unpaid invoices?
They come over as history so you can see them. Apex will not bill, email or text anyone about them. If money is owed, collecting it is your call.
Will my customers get a message from Apex?
Not because of the import. Messaging to imported customers is off until you turn it on, and it stays locked while side by side mode is running so a customer is not texted by two systems. After you turn it on, appointment messages go only to customers with completed work, and marketing goes only to a dated opt-in. Texting also needs business registration with the carriers before anything sends.
What if the import looks wrong?
Undo it. The whole import is removed in one click and your old system was never touched.
Can I get my data back out?
Yes. A full CSV export of customers, contacts, jobs, invoices, notes, recurring plans and price list is one button, before and after you cut over.
Do you handle photos and attachments?
Not in the file import. Most tools export them separately, so the report tells you how many your old system reported and that they need their own export.
Is this available today?
The importer is built and tested inside the owner app. It is not on sale yet, and your own exports are the only way to confirm how a specific old tool names its columns.