Import data

A
1Upload→2Map columns→3Preview→4Import

Import your customers & permits

Upload a spreadsheet, match your columns, check the preview, import.

Drag & drop, or click to browse

CSV or Excel (.xlsx). Extra columns, blank rows, and odd headers are fine.

Already filed? Add a permit number column.

Other ways to bring in your work

  • Smartsheet

    Turn the rows of your permit tracker into permit projects, and update the tracker when you choose.

    Connect Smartsheet

  • Outlook

    Keep correction letters and building-department emails with the permit they belong to.

    Connect Outlook

  • OneDrive / SharePoint

    Bring in the files you choose from OneDrive or SharePoint, and save prepared documents back.

    Connect OneDrive

  • HubSpot

    Bring your existing clients in without retyping them.

    Connect HubSpot