Importing Clients from another software

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Can Credit Repair Cloud import clients from another credit repair software? The short answer is yes. The longer answer is, yes, you can import the client’s contact information stored in a CSV file but not all records, files, and history from the other credit repair software.

 

Table of contents:

To start, make sure you have the following:

 

A little back story

We created the first Credit Repair Software back in 2002. Over the years, other companies have tried to copy what we've done, but the best parts of our software are proprietary and protected by patent. They can't replicate our "secret sauce."

We have a lot of funding, a full team of developers, support, and server staff. We continuously release new features and have better uptime than the Bank of America (99.99%). 

Our pricing for Credit Repair Cloud is simple: There are no startup fees. You can try Credit Repair Cloud free for a whole month, and you can cancel with one click in your account, no questions asked.

 

Transition Tips and methods

First, try the Credit Repair Cloud free trial. Make sure it's what you want. Understand what it is. Schedule a free training session with our experts to learn how it works. It will be different than your old software and much easier and faster.

Next, start by just adding some NEW clients into Credit Repair Cloud. Get used to the interface.  Import a Credit Report, try the Dispute Wizard. Get your clients logging into their secure portal. Give it a real test drive.

Then, when you're ready to commit to Credit Repair Cloud (and a happier life!), here's how to proceed.

 

Method 1:  If you DO have money to spare

The easiest transition from one software to another is to keep your old clients in the old software and only add NEW clients into Credit Repair Cloud. Each client has a life cycle, which helps you slowly transition over time into the new software.

 

Method 2: If you DON’T have money to spare

In this case, you will need to generate a CSV file in your current credit repair software and then follow the steps outlined in the following section to import it within Credit Repair Cloud.

 

How can I import a CSV file in Credit Repair Cloud?

  1. Log in to your Credit Repair Cloud account

  2. Click on My Clients

    ICR_1-001.png


  3. Click on Import CSV

    CSV_1-001.png

  4. Click on Choose File and browse your device to select your CSV file

    CSV_1-002.png

  5. Click on Import

  6. Select an option for the import next to Import as

    Import options

    The available options are:

    a) Import All as Lead

    b) Import All as Active Client

    c) Import All as Inactive Client


  7. Map each column with an input field type in each dropdown

    Available input fields


    Scroll from left to right and map all the fields you would like to import.

    For example, if the first column contains your client’s first name, select FirstName from the first dropdown, and so on.

      Important Note:

    Records highlighted in yellow cannot be imported because they contain a duplicate email address.

     

  8. Check the box to the left of the first dropdown to select ALL the contacts or check each box as needed

    Select contacts to be imported

  9. Click on Import Clients

    Next, you will see a success message: “X Clients imported successfully.”

      Important Note:

    Please keep in mind our software will NOT import any information about clients' history, etc., stored in another company's credit repair software. It will only import the basic client details for the new client profile.

     

Video Overview

 

 

What you can do now:

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