Bank and imports · Imports from another system
What happens to recurring work when I import?
ComputerOpen Customers, then Import, the preview names each recurring schedule it understood.
PhoneOpen Customers, then Import.
A recurring schedule in the export becomes a service plan in DeskOps when its repeat rule is one DeskOps can read — weekly, every two weeks, monthly, quarterly or yearly. A rule it cannot read is named on its own row in the preview rather than silently imported as a one-off, so nothing quietly stops recurring. Plans book their visits onto the schedule like any other.