Every CRM exports a customer list. LawnLedger imports it, with your locations and services, in the first ten minutes of the trial. Here is the honest inventory of what moves, what you rebuild, and the order that avoids orphans. No setup fee, no setup call.
Start free - 14 days, no card →| Record | How it comes in | Notes |
|---|---|---|
| Customers | CSV or Excel | Name, email, phone, company, billing address, payment terms, language, notes. The importer maps your columns from their headers and previews before it writes. |
| Locations (properties) | Same file, or a second one | A row with an address attaches to the customer on that row. Gate codes, access notes, lot size, turf area, cadence, assigned crew all have columns. |
| Services and prices | CSV or Excel | Name, type, default price, unit, category, taxable, seasons, and your cost split (labor, materials, equipment, dump). |
| Customers from QuickBooks | Connect, don’t export | The QuickBooks sync brings customers across and keeps them in step from then on. |
| Duplicates | Detected | Matched by email and customer number - a row that matches updates the record instead of adding a second one, and duplicates inside the file are flagged before anything is written. |
| Bad rows | Skipped, listed | The rows that could not be read are reported with the reason; fix and re-run just those. |
CSV import is included from Growth up, which is where a trial starts unless you picked another plan.
| Record | In LawnLedger | Why |
|---|---|---|
| Recurring jobs and routes | Set up fresh | No vendor exports a schedule in a form another tool can read. Once customers and locations are in, a recurring job is a few clicks per property, and the season propagates from there. |
| Open invoices | Finish them where they are | Collect what is outstanding in the old tool; start new work here. Historical totals stay in your old exports and your accountant’s books. |
| Contracts | Re-send from a template | Contracts here carry e-signatures, payment plans and season rollover, so they are signed fresh rather than copied. |
| Job history and photos | Stays in the old tool | Keep the export. If a customer asks about last year, you still have it. |
| Chemical application records | Not yet | Application records are on the roadmap; if they are most of your work, wait for that page to change. |
Try LawnLedger for 14 days. No card, no setup call, no setup fee. Your customers and locations import from a CSV in minutes; here is exactly what comes across.