Importing Clients from another software

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Can Credit Repair Cloud import clients from another Credit Repair Software?

  1. The simple answer is yes!
  2. The longer answer is yes, we can import the client’s contact information in the client profile but no, we cannot import all their records, files and history from another credit repair software.  We’re not partners with any other company that makes “credit repair software.”  They’re not eager to devise a way for their clients to leave them and signup with us.
  3. The solution is to import the basic profile information and then add anything else in the notes and memos in the client dashboard.

A little back story…

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We created the first Credit Repair Software back in 2002.  Over the years, other companies have tried to copy what we’ve done, but the best parts of our software are proprietary and protected by patent, so they can’t replicate our “secret sauce.”  That’s why their software more difficult to run.

With  fewer customers, they don’t have budget for a development staff or redundant servers in case of downtime. Whereas, we have have unlimited funding, a full team of developers,  support and server staff, we release new features continually and we have better uptime than Bank of America (99.99%).

Because the other companies can’t sustain the customers, they make their money in other ways (by charging large setup fees etc and making it difficult to cancel).  In the end their customers generally cancel with the other company and signup with us.

Our pricing for Credit Repair Cloud is simple: There are no startup fees. You can try Credit Repair Cloud free for a whole month and you can cancel with 1 click in your own account, no questions asked.

But how do I transfer my old clients from another software into Credit Repair Cloud?

Woah, slow down buckaroo!

  • First, try the Credit Repair Cloud Free Trial.  Make sure it’s what you want.  Understand what it is.  Take the free one-one-one session with an expert to learn how it works. It will be different than your old software, but much easier and faster.
  • Next, start by just adding some NEW clients into Credit Repair Cloud.  Get used to the interface.  Import a Credit Report, try the Dispute Wizard.  Get them logging into the portal.  Give it a real test drive.

Then when you’re ready to commit to Credit Repair Cloud (and a happier life), here’s how to proceed:

Method 1:  If you DO have money to spare

The easiest transition from one software to another is to keep your old clients in the old software and only add NEW clients into Credit Repair Cloud.  Each client has a lifecycle, so this helps you to slowly transition over time into the new software.

Method 2: If you DONT have money to spare

  1. Export your clients from your old software.  Export them as CSV.
  2. Import that CSV into Credit Repair Cloud.  Here’s how:

Log into Credit Repair Cloud and click on MY CLIENTS.  Click on Import CSV and follow the steps in this video to import the basic client data (this is what’s in the client profile).  Remember, our software will NOT import any information about clients history, etc that are stored in another company’s credit repair software. It will only import the basic client details for the new client profile.

Here’s a video to show you the steps:
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