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Switch from RepairDesk

Two ways out of RepairDesk and into BenchKey. Either way, nothing is written until you approve a preview of real rows, and every import rolls back cleanly.

The importer detecting and mapping a CSV. The connect path lands on the same preview screen. Recorded from the real app with demo data.

  • Connect with your RepairDesk key (recommended): BenchKey pulls customers, tickets, and invoices itself.
  • File import: export from RepairDesk yourself (CSV, or the Excel “Invoices Full” export) and drop the file in. The importer reads any layout, including RepairDesk’s invoice export, out of the box.

Both live in Settings → System → Migrate Data.

  1. In RepairDesk, find your connection key under Settings → Integrations → Keys.
  2. In BenchKey, open Settings → System → Migrate Data, choose RepairDesk (API import), and paste the key.
  3. Connect. BenchKey pulls your data in the background and shows you the same preview screen the CSV path uses, nothing lands until you approve it.

The key is used for this migration and nothing else; you can revoke it in RepairDesk as soon as the import is done.

Export from your RepairDesk account (their export/reports area covers these): Customers, Tickets / repairs, and Invoices, as CSV or the Excel “Invoices Full” export. Then in Settings → System → Migrate Data, choose Any CSV, Excel, etc. and drop the files in. RepairDesk’s common columns auto-map, customer names, phones, devices, statuses, totals. Review the mapping, adjust anything, and use the row preview to sanity-check real data before a single record is written.

Pull up three or four regulars and check their history reads right. Wrong somewhere? Roll back, remap, rerun. You can practice the whole migration risk-free before switch day.

  1. Import a sample and click around on the free trial, before you commit to anything.
  2. Build your workflow: statuses, automations, templates, or describe your shop to the AI assistant and let it set the baseline.
  3. Final pull from RepairDesk (or final export), final import, then point the counter at BenchKey on a quiet morning.
  4. Install the lead widget on your site the same day, the front door should feed the new system from hour one.

Comparing the two products first? See BenchKey vs RepairDesk.