Imports
What gets imported
What the import brings in, how money, dates and numbers are handled, and what isn't copied.
What comes across
- Customers, with their contacts, billing address, tags, lead source, notes, tax-exempt status and custom fields.
- Contacts with their roles.
- Addresses: customers' addresses and ship-to locations.
- Pricebook items and categories.
- Quotes with their options and lines (ServiceTitan estimates of one job become good, better and best options).
- Invoices with their lines.
- Payments on those invoices.
- Notes on customers.
Money and balances
- Tax is kept as it was charged; nothing is recalculated.
- An invoice's balance is its total less imported payments. Where your export has only a balance, SKUFlow adds an Opening balance (imported) payment or invoice so balances match your old system.
- Payments on account, deposits without an invoice and refunds aren't imported: the balances cover them.
Dates and numbers
- Records keep their original dates, so reports and AR aging show history when it happened, not on import day.
- Quotes and invoices keep their old numbers (#1043 becomes INV-1043). If a number is already taken, SKUFlow gives a new one and warns you.
Past work is read-only
Paid and cancelled invoices that you import can't be edited, deleted or refunded in SKUFlow. Undo still removes them.
What isn't copied
- Saved cards. Send update-card links at cutover.
- Text consent. SKUFlow asks customers for consent itself.
- Your team. Invite them at cutover.
- Products from your supplier catalogs, artwork, designs, orders and production jobs. Connect suppliers in Products & catalog and start new work in SKUFlow.
- Attachments and photos.