Transitioning from ISN to Spectora
Ready to switch your back office over to Spectora?
Our Spectora Academy Hub can help you with setting up your automated emails/texts, getting payment configured, and getting your Inspection Agreements in place.
If you’ve been with ISN for a while, you probably have a ton of data you don’t want to lose. We’ve made a data import script to move all your historical inspection data over to our platform. You’ll be able to maintain your agent contact lists, client lists, and inspection records. Our Business Metrics section will reflect all your past data, so you can always view the continuous history of your business.
Note: If you’re still on our free trial, the imported inspections count towards your free ones. We’d recommend first using your free inspections to get comfortable with the system and only importing your historical data once you’re a subscriber.
If you’re already a subscriber, first get up and running with Spectora’s business tools. Once you’re using them regularly, then run the import. That way, you’ll avoid any gaps in your inspection history.
Locating Your ISN Data
We currently support two spreadsheet imports: your inspection data and your agent data.
First, you'll need the spreadsheets from your ISN account. Follow the steps below to see how to download the inspection data and the agent data.
In your ISN account, click "Admin"
Click "Download Inspections" in the drop-down menu
The "Basic" tab will download all inspections for the specified date range
The "Advanced" tab will allow you to include or exclude certain orders
Click "Download"
To download your agent contacts, click "Clients / Agents"
Hover your cursor over "Agents" in the first drop-down menu, then click "Agents" in the second menu
Click "Download Agents"
Importing Your Data into Spectora
Now that you've downloaded your inspection data and agent data from ISN, you can import the files into your Spectora account. Follow along with the steps below to see how to import the data files.
Click "Settings"
Click "Data Imports"
Click "ISN Import Tool"
Click "Choose File"
Click "Import"
That’s it! Let the importer run – this could take up to 20 minutes. You’re free to leave the page and come back later. Refresh to check the status. Once it’s done, browse your inspections, contacts, and metrics – it’s all there!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!