Rundown imports from the CSV and XLSX files Workiz lets you export. The import is free on every plan.
What comes over
- Clients, with their addresses and contacts. Addresses become sites.
- Jobs, with status, type, assigned tech and notes.
- Estimates, with line items when your export includes them.
- Invoices and payments. Payments already taken in Workiz are recorded with a reference.
- Price book items, including vendor part numbers kept in custom fields.
- Service plans and leads.
What does not
Workiz has no bulk export for attachments, and messages and call logs cannot be exported at all. Re-upload the documents you need, and keep read-only access to Workiz for a while if you need the old message history.
Run the import
- 1In Workiz, export each report as CSV: clients, jobs, estimates, invoices, payments and items.
- 2In Rundown, open Settings, then Import, and upload a file. Start with clients.
- 3Check the column mapping. Rundown matches Workiz column names automatically and remembers your changes.
- 4Map any statuses and job types that do not exist yet, or create them from the mapping screen.
- 5Read the validation preview. It lists errors, warnings, duplicates and anything unmapped.
- 6Review the dry run summary, then commit.
- 7Repeat in this order: clients, items, estimates, jobs, invoices, payments, plans.
Check the result
After the import, the reconciliation screen shows counts for each record type, your open estimate count and your accounts receivable total so you can compare it with the total in Workiz.
Imports are safe to repeat. Each row keeps its Workiz identifier, so importing the same file again updates records instead of duplicating them. An import can be rolled back as long as none of its records have been edited.