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Importing Your Previous Inspection Data
Jess Flake avatar
Written by Jess Flake
Updated over a week ago

If you're migrating to Spectora from another software platform, you likely want all your previous inspection data consolidated in one place for easy access and continuity. Good news—you can seamlessly import your data into your Spectora account! This process allows you to maintain a comprehensive record of past inspections, ensuring that all your historical data is preserved and easily accessible.

Easily import your past inspection data (Date, address, price, order IDs, etc) and agent contacts.

Why Import Your Data?

  • Accessibility: Easily access past inspection data without needing to leave Spectora.

  • Efficiency: Save time by having all your data in one place, making it easier to reference previous inspection information.

By importing your previous inspection data into Spectora, you can enjoy a seamless transition and continue to provide high-quality inspection services without interruption.

Steps to Import Your Data

  1. Export Data from Your Current Platform

    • Begin by exporting your inspection data from your current software platform. You will want to generate a CSV file export that includes all your relevant inspection information.

  2. Prepare Your Data for Import

    • Ensure that your exported data is organized and formatted correctly to match Spectora's import requirements. You may need to adjust your column headers or data formats to match the import requirements noted in the template below.

  3. Access the Import Feature in Spectora

    • Log in to your Spectora account and navigate to Settings > Company Settings > Data Import.

    • Utilize the ISN Importer Tool to import your inspection data file.

  4. Upload Your Data

    • Use the import feature to upload your prepared data files. Follow any prompts to map your data fields to the appropriate sections in Spectora, ensuring that all your information is correctly aligned.

  5. Verify and Finalize

    • After uploading, review the imported data to ensure everything has transferred accurately. Make any necessary adjustments and confirm the import.

❇️ Important Tip for Importing Your Data ❇️

Download the template above (listed in Step 2) to see what information should be included in your data import. The more information you have in the spreadsheet, the easier it is for the importer to read the data!

If you have any questions or feedback, write into our chat bubble or email!

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