Switch to Birdy from your current software
Bring your customers, price list and job history with you. We check every change with you before anything is saved.
Updated
How does the move work?
Export what you have
Download your customer list, price list, past jobs, estimates and invoices from your current software as CSV or Excel files. A spreadsheet you keep yourself works too.
Upload one file at a time
The importer works out what kind of file it is from the column names, and you can change its guess.
Check the columns
Each column is matched to a field by its name. Fix any guess once and it is remembered for the next file.
Review before anything is saved
A check step shows how many customers will be added, merged or skipped, and lists every problem row, before anything is written.
Import, and undo if you need to
One click imports. One click undoes it, keeping anything your team has changed since. Skipped rows download with the reason.
What data comes across?
What comes across
- Customers: names, company, role, mobile, home and work phones, email, type, notes, tags, lead source and email opt-outs.
- Properties: several addresses on one customer become several properties, and one-column addresses are split into street, city, state and ZIP.
- HOAs and businesses: spotted from the name, with the person you deal with added as a contact.
- Your price list: name, description, category, price, commercial price, minimum and unit. A row with no price comes in unpriced, never with a made-up number.
- Past jobs and estimates, as read-only history on each customer.
- Invoices with balances: unpaid ones show as an old balance on the customer.
- Customers tagged as recurring are flagged so you can set up their plans.
What stays behind
- Saved cards and payment details.
- Photos.
- Text message history.
- Plan billing: plans are set up fresh, with the customer's signature.
- Scheduled future jobs: upcoming visits are listed for you to rebook.
How is the data cleaned before import?
- Phone numbers become 10 digits and states become two letters.
- ZIP codes that a spreadsheet stripped of their leading zero get it back.
- Money and dates are read in the common formats.
- Duplicates are matched on the same phone, the same email, or the same name and address, against your existing customers and inside the file. You choose merge, keep both or skip. A merge only adds details and never overwrites.
- Email opt-outs carry over, and imported customers get no automatic emails.
Files can be CSV (comma, semicolon or tab) or Excel .xlsx, up to 10 MB and 50,000 rows each. Only the owner can run an import, and every import is recorded.
Switching questions
Can I bring my customers over from the software I use now?
Yes. Export your customers, price list, past jobs, estimates and invoices as spreadsheet files (CSV or Excel) and the importer reads them, checks for duplicates and shows you every change before anything is saved. We can do it with you.
What does not come across?
Saved cards, photos, text history and plan billing stay behind. Past jobs, estimates and invoices come in as read-only history on each customer, and unpaid old invoices show as an old balance.
Can I undo an import?
Yes. One click removes what an import added, while keeping anything your team has changed since. Rows that were skipped can be downloaded with the reason for each.
What happens to duplicate customers?
The importer looks for the same phone, the same email, or the same name and address, both against customers you already have and inside the file. You choose to merge (the default, which only adds details and never overwrites), keep both, or skip.
Weighing up your options first? See how Birdy compares.
Bring your customers with you
Create your account. We import your customers and price list with you, and nothing is saved until you have checked it.