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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.
  • CSV import: export from RepairDesk yourself and drop the files in, including RepairDesk’s invoice export format, which the importer recognizes out of the box.

Both live in Settings → System → Data & Backups → Start import.

Option A: connect with your key

Section titled “Option A: connect with your key”
  1. In RepairDesk, find your connection key under Settings → Integrations → Keys.
  2. In BenchKey, open Settings → System → Data & Backups, choose RepairDesk, 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.

Option B: CSV export

Section titled “Option B: CSV export”

Export CSVs from your RepairDesk account (their export/reports area covers these): Customers, Tickets / repairs, and Invoices. Then in Settings → System → Data & Backups → Start import, 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.

Verify with customers you know

Section titled “Verify with customers you know”

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.

Switch-day order of operations

Section titled “Switch-day order of operations”
  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.