Switch from Spreadsheets in about ten minutes.
Bring your Excel or Google Sheets data into SecureCrews with our free import tool. Map your columns to ours, preview everything, click import. Your client list doesn't have to start from zero.
30-day trial. No credit card. The import tool is included.
What comes over
Your Spreadsheets export carries the records you already built. Here is what lands in SecureCrews on day one.
Client / Customer Lists
Names, emails, phones, addresses, and any other columns you've been tracking. You map your columns to ours, no reformatting required.
Job History
Job numbers, descriptions, statuses, dates, addresses, and revenue. Import your historical job records to keep a complete picture.
Estimates
Estimate numbers, statuses, amounts, and customer references from your tracking spreadsheet.
Invoices
Invoice numbers, amounts, payment status, and dates. Import your invoice history to see outstanding balances.
Price Lists
Your services and materials catalog with descriptions, prices, and costs.
The actual steps
No column mapping and no sales call. You export the files, upload them, and confirm what you see.
- 01
Save as CSV
In Excel: File → Save As → CSV. In Google Sheets: File → Download → Comma Separated Values (.csv). One file per data type (clients, jobs, etc.).
Make sure your first row has column headers.
- 02
Upload and select data type
Select 'Spreadsheet / Other' as your source, pick what the file contains (clients, jobs, etc.), then drag-and-drop your CSV.
One file at a time. Each file is one type of data.
- 03
Map your columns
We show your column headers alongside dropdown menus. Match each of your columns to the corresponding SecureCrews field. We auto-suggest most mappings based on common names.
Columns you don't need? Set them to 'Skip.' No data is lost from your original file.
- 04
Preview everything
See exactly what will be imported with record counts and sample data. Duplicate clients are flagged so you can skip them.
Nothing changes until you click Import.
- 05
Click import
One click creates all records in SecureCrews. If anything doesn't look right, you have 7 days to undo the entire import.
Full rollback. No risk.
Questions before you move
CSV (comma-separated values). Excel and Google Sheets both export to CSV. Your first row must be column headers. The actual data starts on row 2.
Yes. You map every column manually (we auto-suggest most), so it doesn't matter what your headers are called. 'Client Name', 'Customer', 'Name', or 'Bob's List' all work.
Save each sheet as a separate CSV and upload them one at a time. Select the data type (clients, jobs, etc.) for each file.
Set those columns to 'Skip' in the mapping screen. They won't be imported, but your original file is untouched.
Up to 10,000+ records per file. Small files import in seconds. Large files run in the background, and you'll see progress updates.
Split it into separate files: one for clients, one for jobs, one for invoices. Import each one separately. You can reuse the same CSV for multiple imports if you map different columns each time.
Yes. Included on every plan, including the 30-day free trial.
Every import has a 7-day rollback window. One click undoes everything. All imported records are removed. No risk.
Ready to make the move?
Start your 30-day trial and import your Spreadsheets data in minutes. Keep both systems running side by side, then cancel Spreadsheets once you are sure.
Unlimited users. No credit card. Cancel any time.
Coming from something else?
Microsoft Excel is a registered trademark of Microsoft Corporation. Google Sheets is a trademark of Google LLC. SecureCrews is not affiliated with Microsoft or Google. Import capabilities described on this page were last verified in May 2026.