Bring your job history with you, and undo if needed.
Upload a CSV from your old software or a spreadsheet. Sentra Scheduler matches the columns, shows a preview, imports in the background and can undo the whole import.
Why it matters
Switching software shouldn’t mean losing years of job history or retyping it by hand.
In practice
- Out of the spreadsheet. A window cleaning company saves three years of its job spreadsheet as CSV, previews the import, fixes one column match and imports it.
- Leaving old software. An HVAC company exports past service calls from its old system and keeps the old job numbers as references.
How it works
Upload a CSV
An export from your old software or a spreadsheet saved as CSV, up to 20 MB per file.
Match it
Columns and values, with suggested matches for job types and statuses.
Preview, import or undo
Check a preview first; one click undoes the whole import.
Key features
CSV from any system
From your old software’s export or a spreadsheet.
Suggested matches
Old category names matched to your job types by meaning; you decide any ties.
Preview before importing
See how jobs will look and fix the mapping first.
Undo the whole import
One button removes every job from that import.
Old job numbers kept
Original ids stay on each job as a reference you can search.
History in your reports
Imported jobs show in reports and dashboards like any other.
Common questions
Do imported jobs email customers?
No. Imported jobs are history and never send customer emails.
What if the import looks wrong?
Undo removes that whole import in one step. Fix the mapping and run it again.
Can it import customer lists?
Not yet. The importer brings in past jobs and their fields.
Will you help?
Yes. We help with your first import during onboarding.