If you have legacy inspection information, or client and agent data you would like loaded into ISN, we can help with that! This article contains the templates with the required formatting for each of those categories. To ensure a smooth import, please be sure to use these templates exactly. Failure to do so will result in an unsuccessful import. (Example: We store client and agent names as first name and last name, and address line 1 and address line 2. If you send over a spreadsheet and this information is all in one line, the import will be unsuccessful).
If there are fields in this template that you do not have or do not need, simply leave those columns blank.
Example files below
Agents
Clients
Legacy Data
If you have any questions please let us know! You can reach us by live chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.