Data import that switches you to Service VIN without losing your data.
I moved my own shop's book onto Service VIN without re-keying a customer. Yours comes across the same way — the customer list, their vehicles, and years of invoice history, imported from Urable, Tint Wiz, OrbisX, QuickBooks Online, Zoho Books or any CSV. Columns match themselves, duplicates are skipped, and you review a full validation report before a single row is written.
Free to startNo card requiredImport included on every plan
urable-customers-export.csv
3,180 rows · 14 columns detected
Columns matched automatically
Built-in presets for the tools shops actually switch from
Leave the platform, keep the history
Switching tools shouldn't mean starting over.
The biggest reason shops stay on software they've outgrown: their whole book is held hostage inside it, and nobody wants to lose a weekend re-typing customers. We're all installers before we're business owners — so I built the importer to hand your data back. Here's what it does.
Full migration
Customers, their vehicles, tags, notes and lead sources — then invoices, statuses, balances and payment records. The whole story of your shop comes across, not just a contact list.
Major platforms
Presets for Urable, Tint Wiz, OrbisX, QuickBooks Online and Zoho Books pre-match each platform's column names. Anything else imports through the plain-CSV path.
Done in minutes
Export, drop, review, go. Files up to 5,000 rows import in one pass, and big books just split across a few files. You can be quoting in Service VIN the same afternoon.
Mapped cleanly
Columns match themselves — and you see every match, with live examples from your own file, before anything runs. Fix any of them with a dropdown, not a support ticket.
Nothing lost
A dry-run validation report lists every duplicate, repair and skipped row by row number before you commit. Nothing is dropped silently, and re-importing a file never double-bills.
Free & guided
Import is included on every plan — no migration fee, no CSV consultant. Each step tells you exactly where to click in your old tool, and a real person is an email away.
Customers & vehicles
Your book of business, moved in an afternoon.
The customer list is the shop. Service VIN moves it carefully — every contact, every vehicle, every note — and proves it to you with a report before a single record is created.
01 — Bring your relationships
Import customer and lead data from industry platforms.
A drag-and-drop import that brings in your customers, vehicles and notes — formatted correctly the first time. Pick your platform, drop the export, and thousands of records land in a few minutes with the relationships intact: the customer, their truck, the tag that says they're a fleet account.
- Urable, Tint Wiz and OrbisX presets, with direct column matching
- Customer ↔ vehicle relationships preserved — year, make, model, VIN, plate
- Notes, tags and lead sources come across untouched
- Old-system record IDs kept on each customer for traceability
- Duplicates matched by email or phone are skipped, never doubled
Drop your Urable CSV here
or click to browse · up to 5,000 rows per file
What comes across
Jordan Lee
jordan@example.com · 403-555-0100 · tag: VIP
2023 Tesla Model 3 · VIN …0001
Linked to Jordan — quotable on day one
Notes, tags & lead source
“Prefers text” · PPF · came from: referral
Nothing dropped silently
A validation report you read before anything is written.
Other importers fail rows quietly and leave you auditing a half-finished migration. Service VIN dry-runs the whole file first and shows you the outcome — what's ready, what's flagged, what would be skipped and exactly why — down to the row number. You commit with your eyes open, and the same report is kept for you afterwards.
- Row-by-row report: every skip, repair and duplicate is explained
- Bad emails, unreadable dates and stray VINs are repaired or flagged — not fatal
- A VIN already in your shop can't be double-created (the database enforces it)
- Re-run the same file safely — anything already imported just skips
Ready
3,141
Flagged
27
Skipped
12
Keep your financial records accurate and organized.
Import invoice history from any software that can export it — so your revenue reports stay continuous, tax season isn't split across two systems, and every customer's file shows what they've actually spent with you. Who still owes you money survives the move, to the cent.
Your old system → Service VIN
Balances intactJordan Lee · May 2
CA$1,732.50
Priya Singh · May 14
CA$800 of CA$2,205
Marta Nowak · Jun 1
CA$472.50 due
Statuses preserved
Paid, partially paid, open, void — each invoice lands in Service VIN in the same state it left your old system, so your receivables list is honest on day one.
Real payment records
Money already collected isn't just a number on the invoice — it's written into the payment ledger, so balances, paid dates and history all reconcile.
Tax fields mapped
Subtotals, discounts and tax come across as separate fields — and if a row's math doesn't add up, the report tells you instead of hiding it.
Linked to the right customer
Invoices attach by email, then phone, then name. Customers who aren't in Service VIN yet get a light record created on the spot — nothing orphans.
Numbering stays clean
Original invoice numbers are kept whenever they're free, and your future invoices continue counting above the imported history — no collisions, ever.
Duplicate-proof
Re-importing a file can't double-bill anyone: an invoice with the same customer, total and date as one already in Service VIN is skipped and reported.
03 — Other tools
Import from other tools you may already use.
Service VIN isn't an accounting program — it connects to the one you already run and hands off the paperwork your books need. Moving from QuickBooks Online or Zoho Books? Their customer and invoice exports import directly with their own presets. Running the shop on a spreadsheet, or on software we've never heard of? If it exports a CSV with a header row, it imports — the column matcher does the rest.
- QuickBooks Online customer & invoice exports, matched out of the box
- Zoho Books contacts and invoices, matched out of the box
- Any CSV works — match the columns yourself with a dropdown per field
- Two-way sync with QuickBooks & Xero lives in Integrations, after you've moved in
Where is your data coming from?
Urable
Customers · vehicles · invoices
Tint Wiz
Customers · invoices
OrbisX
Customers · invoices
QuickBooks Online
Customers · invoices
Zoho Books
Contacts · invoices
Plain CSV / spreadsheet
Anything with a header row
How it works
Old system to Service VIN in three moves.
Export from your old tool
Each source preset tells you exactly where the export lives — Urable, Tint Wiz, OrbisX, QuickBooks or Zoho. One CSV for customers, one for invoices.
Drop it in & match
Drag the file onto Service VIN. Columns match themselves against your platform's preset; you adjust any of them with a dropdown and see live examples from your file.
Review & import
Read the validation report — ready, flagged, skipped, all explained by row. Hit import, watch it land, and keep the report as your migration receipt.
Minutes
Not weekends
Drop a file, review the report, import — same afternoon
5,000
Rows per file
Bigger books simply split across a few files
0
Downtime
Your shop keeps quoting and booking while data lands
100%
Accounted for
Every skipped or repaired row is listed in the report
Import speed depends on file size and your old platform's export — the review step is yours to take as long as you like.
Illustrative estimate — actual time depends on your book size and old platform's export.
| Item | Value ( hrs) |
|---|---|
| Re-type by hand | 20 hrs |
| Guided import | 1 hrs |
Questions
Frequently asked.
Can I import from Urable, OrbisX, or Tint Wiz?
Yes — those three are first-class presets. Export your customers (or invoices) to CSV in your platform, pick it as the source in Service VIN, and the columns match themselves against that platform's export format. Customers arrive with their vehicles, tags, notes and lead source attached, and the old system's record ID is kept on each customer for traceability.
Can I import invoices and payment history?
Yes. Businesses can import historical invoices from Urable, OrbisX, Tint Wiz, QuickBooks Online, Zoho Books or any CSV — with status (paid / partially paid / open / void), subtotals, tax, totals and balances preserved. Money already collected is written into Service VIN's payment ledger as real payment records, so every balance reconciles to the cent from day one.
How long does an import take?
Minutes, not weekends. A file imports in one pass of up to 5,000 rows, and the column matching and validation report are instant — the slowest part is usually finding the export button in your old tool. A larger book just splits across a few files; re-running a file is safe because anything already imported is skipped.
Will my business experience downtime?
No. Imports run inside your normal Service VIN dashboard while the rest of the app keeps working — quotes, bookings and texts don't pause. There's nothing to install and no cut-over window: you can import customers first, keep working, then bring invoice history across whenever you're ready.
What happens with duplicates?
They're skipped and reported, never silently doubled. Customers are matched by email or phone — and if a duplicate row carries a vehicle Service VIN hasn't seen (a new VIN), that vehicle is still added to the existing customer. Invoices are matched by customer + total + invoice date, so re-importing the same export can't double-bill anyone. You can turn duplicate-skipping off per import if you really want everything.
Do my invoice numbers survive the move?
Wherever possible, yes: numeric invoice numbers are kept as-is when they're free in your shop. If a number is taken or isn't numeric, Service VIN assigns the next clean number and keeps the original on the invoice's notes — and your future invoices continue numbering above the imported history, so there are no collisions later.
What if my tool isn't on the list?
Use the plain CSV path. If your software (or spreadsheet) can export a CSV with a header row, Service VIN can import it — the matcher recognizes dozens of common column names, and anything it misses you map yourself with a dropdown per field, with live examples from your own file so you can see you got it right.
What if something looks wrong after the import?
Start with the validation report — every row that was skipped or repaired is listed there with the reason, so surprises are rare. Records themselves are normal Service VIN customers and invoices you can edit or delete like any other. And because duplicate-skipping makes re-runs safe, fixing a mapping and importing the file again is a two-minute do-over, not a disaster.
More of Service VIN
Now that your data's here…
Try Service VIN free — no card required.
14 days of the full product, no card required — and import is included on every plan, so you'll never hire a third party or pay for setup. Your data follows you in minutes.