Importing Clients from another software

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Importing a CSV file

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 to log 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 Clients

    ACCHSA_1-001.png

  3. Click on the up-down arrows icon

    New_CSV_001.png

  4. Click on Import CSV

    New_CSV_002.png

  5. Click on Choose File 

    New_CSV_003.png

  6. Browse your device and select the file


  7. Click on Next

    New_CSV_004.png

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

    New_CSV_005.png


    The available options are:

    a) Import All as Lead

    b) Import All as Active Client

    c) Import All as Inactive Client


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

    New_CSV_006.png


    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:

    If any records are highlighted in yellow, those cannot be imported because they contain a duplicate email address.

     

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

    New_CSV_007.png

     

  11. Click on Import Clients

    New_CSV_008.png

      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.

     

 

What you can do now:

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