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FAQ: switching from another system

Short answers about bringing your records over from Towbook, PRZM, Mitchell 1 or a spreadsheet.

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Checked against Pop Dispatch 0.1.0

Short answers about moving your records to Pop Dispatch.

Can I bring my records from Towbook? #

Yes. Ask Towbook for your data, then import accounts, rates, customers, drivers, trucks, yard vehicles, open invoices and call history. See "Importing from Towbook".

Can I bring my records from Mitchell 1? #

Yes. Customers, vehicles, repair orders and invoices come over with their original numbers and dates. See "Importing from Mitchell 1".

What about PRZM? #

Clients, accounts, yard vehicles, open invoices and history import the same way. See "Importing from PRZM".

My system has no importer here. What can I do? #

Any system that exports CSV or Excel files works. Fill in a sample file for each kind of data and import it. See "Importing from a spreadsheet".

What can come over? #

Customers, vehicles, accounts and contacts, tow rates, service history, open invoices, yard and impound vehicles, drivers and trucks. See "Switching to Pop Dispatch from your old system".

How large can a file be? #

Up to 5 MB and 20,000 rows. Split a larger history into several files, for example one for each year.

What if the import finds problems? #

Every file is checked first. Each problem is listed with its row number, and nothing is added until you choose Import. See "Fixing import problems".

Can I undo an import? #

Yes, for 7 days after it ran. See "Switching to Pop Dispatch from your old system".

Should I switch off the old system at once? #

Keep it available and read-only for a while. Running both side by side for about a month makes the cut-over safe.