Switching

Move your yard in

Bring horses, owners and documents across from spreadsheets or another system, check every column, and undo if something's wrong.

What it does

Move your yard in

  • CSV, Excel or a zip of documents

    Pick the system you're coming from and upload your files.

  • Check the mapping

    See how each column will be read and preview the result before anything is saved.

  • Matched, not duplicated

    Horses and owners that already exist are linked, not created twice. Rows with errors are skipped and listed.

  • Undo

    Undo removes the rows that import created and leaves matched records alone.

  • No surprise emails

    Imports never email your owners.

  • Known formats

    Confirmed maps for Xero contacts and Prism reports. Other products are read by their column headers.

How it works

How switching works

  1. Upload. Pick your old system and upload the files.
  2. Check. Review the column mapping and the preview.
  3. Commit. Import, then undo if anything looks wrong.

See Stability with a stable like yours

We'll walk you through it using an operation like yours. No setup fees.