Customer stages
For customer stages, map your source’s lead or client status to your active Stride stages. With nothing mapped, a customer starts with no stage. Migrated jobs and invoices make it a Customer. Migration itself never queues QuickBooks. See Customer stages.
Files you can bring
Attach CSV, TSV, Excel (.xlsx) or older Excel (.xls) files in Chat with Stride. Stride reads customers with their contacts, service addresses, tags and notes; jobs with their visits, crew and notes; and estimates and invoices with their lines and totals.
| Limit | Size |
|---|---|
| Files in one message | 5 |
| One file, as uploaded | 4 MB. Stride compresses CSV and TSV files in your browser first, so larger exports usually fit. |
| One sheet | 100,000 rows and 250 columns |
| One workbook | 10 sheets with data |
| One import | 25 sheets and 200,000 rows in all |
If a file is too large, export a shorter date range or split it, then attach the parts. Several files with the same columns can go into one import.
Exports from other systems
- Housecall Pro exports Excel workbooks (.xlsx). Attach them as they are. Its jobs export carries customer details but no customer ID, so Stride matches those customers by name, email and phone.
- Jobber CSV exports stop at 1,500 rows. If you have more, export in several date ranges and attach every file.
- ServiceTitan, QuickBooks and spreadsheets you keep yourself work too. Attach the CSV or Excel files you have, and Stride asks about any column it can’t place.
Bring records in
- Open Chat with Stride, attach your export files and say what they are, for example “these are my Housecall Pro customers and jobs”.
- Answer Stride’s questions. It asks only about things the files can’t settle, such as what a status means, whether dates are month-first or day-first, or who a crew name is.
- Read the review. It lists what Stride will create, what’s already in Stride, which rows won’t come in and why, and a few sample records.
- Choose Everything, or Try 10 customers first for a large import, then select Bring them in. You can leave the page while it runs.
- When it finishes, the card shows what came in and lets you download the skipped rows.
Customers and jobs need an owner, administrator or scheduler. Estimates need the permission to create estimates, and invoices need billing access to manage invoices. The review names any part your role can’t bring in.
How Stride matches what’s already here
- A row that matches a customer you already have is linked to that customer, and nothing on it changes.
- Every record keeps its source ID, so running an import again, or bringing in a newer export, only adds what’s new. Nothing comes in twice.
- People Stride can’t match on your team leave the visit unassigned, with the original name in a job note. Imports never create team members or sign-ins.
Skipped rows and warnings
A value that doesn’t make sense, such as a date that can’t be read or a missing name, is never guessed. That row is skipped and the review says why. After the import, select Download skipped rows for a CSV with each skipped row, its reason and its original cells. Fix them and attach the file again; only the new rows come in.
What an import never does
- It sends no email, text, portal invite, dispatch notice, follow-up, estimate or invoice.
- It never writes to QuickBooks. Imported invoices aren’t queued for sync. Work you create later in Stride syncs as usual.
- It doesn’t count past work as done today. Finished jobs keep their real dates and don’t appear in the invoice queue.
After the import, upcoming visits show on your schedule and behave like any other visit.
See your imports
Open Settings › Imports to see every import, newest first, with what it brought in and whether it was undone. Owners, administrators and schedulers see every import in the business; anyone else sees the ones they started. Open an import for its results and skipped rows. New imports start in Chat with Stride.
Stride keeps an uploaded file for 30 days after an import last used it. After that, the skipped rows download still lists each row and its reason, without the original cells.
Undo an import
Owners and administrators can undo an import, when they can also bring in every kind of record it brought in (for example, invoices need permission to work with invoices). Open it in Settings › Imports and select Review undo in Chat with Stride, or ask Stride to undo it. Stride shows a review of what it can remove and what stays, with a reason for each. Nothing is removed until you approve it.
- Undo removes only records the import created. Records that were already in Stride stay.
- Records that someone changed after the import stay, even for a small edit, and so do records other work uses: a new job, note, file, payment or QuickBooks link, or a later import.
- Issued, accepted and paid estimates and invoices are protected financial history. They stay, with the customers and jobs connected to them.
- Records that belong together, such as a customer with its jobs and visits, are removed or kept together. A group of more than 1,000 imported records stays.
- Imports made before undo was available can’t be undone, because Stride can’t confirm nobody changed their records.
Stride checks each group again just before removing it, and keeps anything that changed since the review. When it finishes, the card says what was removed and what stayed. Removed records leave your lists, search and reports; removed jobs keep their history in Stride’s records. Job and estimate numbers that removed records used aren’t given out again.
Undo sends nothing to your customers or your team and doesn’t change QuickBooks. Apps you’ve connected to Stride see the removals like any other change. Owners and administrators can stop an undo while it runs; what’s already removed stays removed, and you can review undo again later.