Switching from another app?
Bring your customers with you — even from screenshots
Switching apps used to mean a weekend of retyping. Now it's an import: a spreadsheet, a PDF, or just screenshots of your old app — customers, addresses and service reminders included.
A CSV or Excel export
Most apps can export your customer list. Upload it and TradePlanr matches the columns automatically — even when they're named something odd.
A PDF
Only got a PDF of your customers or reminders? TradePlanr reads it and turns it back into a proper customer list.
Screenshots of your old app
No export button, or support never got back to you? Screenshot your customer or reminder list and TradePlanr reads the screenshots instead.
What happens to your list
Three steps, a few minutes, and you check everything before it's saved.
TradePlanr reads whatever you've got
Names, phone numbers, emails, addresses, postcodes — and next-service dates if your list has them. Odd column names and messy exports are matched up for you.
You review every row before it's saved
Tick or untick anyone, and anyone already in your customers is skipped automatically — no duplicates, no surprises, nothing imported blind.
Service reminders land in your diary
Each next-service date becomes a repeating yearly job, with a reminder before it's due — and TradePlanr can text your customer your booking link so the work rebooks itself.
Moving from one of these?
See how TradePlanr compares with the app you're leaving — honestly, specialist strengths included.
Using something else? The import works with any app that can give you a file — or a screen you can screenshot.
Switching questions, answered
What can I import into TradePlanr?
Your customer list — names, phone numbers, emails, addresses and postcodes — plus next-service dates and what each visit is (boiler service, landlord cert and so on). You can import from a CSV or Excel export, a PDF, screenshots of your old app, or your phone's contacts.
My old app won't give me an export. Am I stuck?
No. Take screenshots of your customer or reminder list in the old app and upload those instead — TradePlanr reads the screenshots and turns them into customer rows. You check every row before anything is saved.
Do my service reminders come across?
Yes. If your export or screenshots include next-service dates, each one becomes a repeating yearly job in your diary with a reminder before it's due. Dates that have already passed roll forward to the next anniversary, so nothing lands in the past.
Will I end up with duplicate customers?
No — anyone already in your TradePlanr customers is spotted and skipped automatically, and you can untick anybody else you don't want before the import runs.
How much does switching cost?
Nothing. Importing your customers is free on the free plan — no card needed. TradePlanr Pro, with unlimited sending, certificates and online payments, is £9.99/month when you're ready.
Your customers, moved by tea break
Free to start, no card, and you review every row before it's saved.