OnSite is in pre-release. Sign-up opens at launch. Explore the demo store

Move from RepairShopr or RepairDesk

Bring your customers, devices, repairs, invoices and parts across from RepairShopr or RepairDesk, with the same numbers.

If you're coming from RepairShopr or RepairDesk, OnSite can read your account and bring your history across: customers, devices, repairs with their notes, invoices with their payments, and parts. Repair and invoice numbers stay the same, so receipts your customers already have still make sense.

Only the store's owner can import. It's in Settings › Import from other software.

Important: The import goes into a store that has nothing in it yet. If your store already has customers, repairs or invoices, add a new store for the import in Settings › Stores, or ask OnSite to empty this one first.

OnSite only reads. Nothing changes in your old account, and your key isn't kept once the import is done.

Connect your old account

RepairShopr

  1. In RepairShopr, go to Admin › API › API Tokens and make a token with permission to read everything.
  2. In OnSite, go to Settings › Import from other software and choose RepairShopr.
  3. Type Your RepairShopr address, such as yourshop.repairshopr.com.
  4. Paste the token into API token.
  5. Select Read from RepairShopr.

A big account takes a few minutes.

RepairDesk

  1. Copy your API key from RepairDesk's settings.
  2. In OnSite, go to Settings › Import from other software and choose RepairDesk.
  3. Paste it into RepairDesk API key.
  4. Select Read from RepairDesk.

RepairDesk is slower to read: allow about a minute for every 40 repairs. A key reads one store, so repeat for each store. Walk-in repairs and sales go on one "Walk-in customer". Refunds and vendors don't come over.

You can leave the page while it reads. It keeps going.

Check the preview

When the reading is done, OnSite shows what it found before anything is saved:

  • How many customers, repairs, invoices and other records there are, what was invoiced and what's still owing.
  • Their statuses, as OnSite's: pick the OnSite status for each of your old statuses.
  • Their staff, as OnSite's: match each old staff name to someone on your OnSite staff, or choose Keep their name only.
  • Customers who share a phone number. They come across as they are; merge them afterwards in Customers if they're the same person.

Add your staff in Settings › Staff first, so you can match them here. See Add your staff.

Import

  1. Select Import into your store.
  2. Wait for it to finish. You can leave the page.
  3. Read the report.

The report compares what your old software had with what came over, and why anything was left out. It also checks the money. If every line matches to the cent, it says so. If not, check the differences before you stop using your old software. Anything under To finish by hand is yours to tidy up.

Select Clear this report when you're done.

Tip: Statuses and staff can still be changed on each record after the import.

Coming from other software? See Import a spreadsheet.