Switching questions

#How long does it take?

Most of the time goes into exporting from your old software. Once you have the files, uploading and reviewing takes minutes; the import itself runs as soon as you click Import everything.

#Who can import?

Owners and admins, or anyone with a custom role that can manage settings.

#What happens to the files I upload?

Homeforce reads each file and doesn't keep it. The rows you're reviewing stay in your browser until you click Import. Afterward, Homeforce keeps a record of the import: the file name, source, column matches, counts and any row errors, but not the file itself.

#What does AI see?

• Photos, PDFs, text files and pasted lists are sent to the AI model (Claude, by Anthropic) so it can read them into rows. Your note on the file goes with it.
• CSV files are read by Homeforce directly. Only the file name, the column names and the first four rows (each cell cut short) go to the AI, to write the one-line summary on the card.

Every AI read and every import is written to the audit log (Settings → Security & audit log).

#Can I undo an import?

Not from the app. Start with one small file, check the records, then import the rest. If something went wrong, email support@tryhomeforce.com.

#What doesn't come across?

• Card and bank details stored by your old payment processor, saved payment methods and autopay setups
• Line-by-line detail and tax on old estimates and invoices (each comes in as one line at the total)
• A separate payments file (payments come in with an invoices export that has the amount paid)
• Notes as their own records, memberships and agreements, call recordings and attachments
• Excel files (save them as CSV) and price lists that aren't CSV

#Does importing send anything to my customers?

The import itself doesn't text or email anyone. Open invoices become live, though, so your automatic payment reminders apply to them. Review your reminder settings before you import if you don't want reminders going out on old balances.