Import Schedule

Upload your CopilotCRM scheduled visits export CSV
Expected CSV Format: Export from CopilotCRM with columns: Date of Service, Title, Name / Details, Type, Status, Visit Notes, Crew Notes, Tags, Visit Total
YardDesk now hydrates the matching Copilot route rows for the imported dates and links jobs only when there is exactly one strict match. Ambiguous or unmatched rows still import, but remain unlinked and are reported in the response.
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Drag & drop your CSV file here, or click to browse
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Import Complete

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Total in CSV
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New Imported
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Updated
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Skipped/Errors

Imported Jobs

Customer Service Address Price Copilot Linkage Phone Match
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