Bring your existing client and site book into CLRD in minutes, and get your data back out any time. Every list you build in CLRD stays yours: the address book exports to plain CSV files that open straight in Excel or Google Sheets — and import straight back.

• Import your clients and sites from any spreadsheet or CRM export — a simple CSV with a header row. Each row is checked with the same validation as the normal forms, and anything that doesn't pass is reported by row number while the rest imports cleanly.
• Export your address book — clients and sites download as CSV files that round-trip back through import, so there's no lock-in.
• Download a jobs report — one row per job with its status, G98/G99 routing, client and site, devices and system totals, its key dates and who acts next, ready for your own reporting or dashboards.

CSV import and export is included on every CLRD account — no API key or plan requirement. Sign in and use the Import CSV / Export CSV buttons on the Clients, Sites and Jobs pages. The full format and column reference appears on this page when you're signed in.

Connecting a CRM or your own tooling instead? See the CLRD API.