Bring your customers with you
Switching tools shouldn’t mean re-typing your whole customer list. Sync directly from QuickBooks Online, Xero, or Stripe — or upload a CSV from anything else — and let the cleanup happen automatically.
Import from where your data already lives
Connect a tool for a direct pull, or use CSV as the universal fallback. Either way the cleanup is the same.
QuickBooks Online
Pull your customers straight from QBO with a one-time connect. Two-way sync keeps contacts aligned, with conflict resolution when the same customer differs on both sides.
Xero
Connect Xero and pull your contact list in directly — no export, no spreadsheet wrangling.
Stripe
Already taking payments through Stripe? Pull those customers across so their history comes with them.
CSV — from any tool
Export a spreadsheet from whatever you use today and upload it. Column mapping, AI cleanup, and de-duplication do the tidying — this is the safety net that works no matter where your data lives.
How your data comes across
The same pipeline runs whether you connect a tool or upload a file — so what lands in BossCrew is clean and de-duplicated, not a copy of the mess you started with.
1. Connect or upload
Connect QuickBooks, Xero, or Stripe, or drop in a CSV. We map your columns to the right fields automatically.
2. AI cleans it up
Names, addresses, and phone numbers get normalized so what lands in BossCrew is consistent — not a copy of whatever mess was in the export.
3. Duplicates get merged
De-duplication runs across every source, so the same customer from QuickBooks and a spreadsheet doesn't land twice.
4. Reviewed, then live
Imports pass through a review step before going live, so you start clean instead of untangling surprises later.
Switch without the busywork
Start a free trial and bring your customers across, or talk to us first and we’ll walk you through the move.