Importing and exporting your data
Moving to Roldesk from spreadsheets or another tool? You can bulk-load your existing records, and get your documents back out whenever you need them.
Importing with CSV
Go to Settings → Import. The import wizard walks you through it:
- Pick what you're importing. Supported records are — from CRM: accounts, contacts, leads, invoices, quotes; from Assets: parts, tools, vehicles, warehouses, equipment.
- Download the template. The wizard generates a ready-to-fill CSV whose column headers are exactly the fields for that record type. Fill it in your spreadsheet app.
- Upload your file. The wizard reads your columns and lets you map each one to the right field, so your headers don't have to match ours perfectly.
- Import. Rows are validated and created in your workspace.
Tips for a clean import:
- Start with the template — it guarantees the headers line up.
- Import accounts before contacts (and before invoices/quotes) so the links resolve — a contact points at an account that must already exist.
- Do a small test file first (5–10 rows) to confirm the mapping before loading thousands.
- Imports are rate-limited per workspace to protect your data, so very large loads may need to be split into batches.
Getting your data out
- Invoices, quotes, and work orders each export a branded PDF — your logo, colors, and business details, in your workspace's customer-facing language and currency. Use it to send or archive any single document.
- Customer-portal pages have a Print / save button, so a customer (or you) can save any shared document as a PDF from the browser.
- Reports (Reports module) give you revenue, AR-aging, and inventory views you can print or save for your records.
Is there a developer API?
Not today. Roldesk doesn't yet offer a public REST API or webhooks for building your own integrations — the CSV importer above is the supported way to bulk-load data, and PDF/print exports are the way to get documents out. If you're planning a large migration or have a specific integration need, contact support and we'll help you find the best path.