The biggest reason notaries put off switching to better software is not price or features. It is the dread of re-entering hundreds of past signings by hand. Your history lives in spreadsheets, old platform exports, and email confirmations, and nobody wants to spend a weekend typing it into a new system.
CloseWise's import parser removes that barrier. It reads your existing signing records and loads them into your account in minutes, so you start with a complete business history instead of an empty dashboard.
Why Your Historical Data Actually Matters
Past signings are not just records. They are the raw material for every useful business insight you have:
Accurate year-to-date income. Your P&L and tax reports are only as good as the data behind them. Importing your full year means your reports reflect your real business, not just the months since you switched platforms.
Client history. Which signing services send you the most volume? Which title companies pay fastest? That analysis requires the historical orders to be in the system.
Mileage and expense patterns. Understanding what your average signing actually costs you requires past data, not just future tracking.
How the Import Parser Works
The process takes three steps:
Step 1: Export your existing records. Pull your signing history from wherever it lives now. Most platforms and spreadsheet tools export to CSV. Switching from NotaryGadget? CloseWise includes a free NotaryGadget import tool built specifically for that migration, so your full history moves over cleanly.
Step 2: Upload to CloseWise. The import parser reads your file and maps the details automatically: client names, dates, fees, locations, and order types. You do not need to reformat your data to match a rigid template. The parser figures out the structure.
Step 3: Review and confirm. CloseWise shows you what it found before anything is saved. Fix anything that mapped incorrectly, confirm, and your history is live in your account.
What used to be a weekend of data entry is now a coffee break.
What Gets Imported
- Completed signings with dates, fees, and client details
- Income records that flow directly into your P&L and tax reports
- Client relationships, so your client list reflects everyone you have actually worked with
Once imported, everything behaves exactly like orders created natively in CloseWise. Your reporting suite treats a signing from last January the same as one from this morning.
The Switching Math
Notaries who avoid switching platforms because of data migration are usually paying an invisible tax: staying on tools that do less, cost more, or require more manual work, purely because moving felt painful. When migration takes minutes instead of days, the decision comes down to which platform actually serves your business better.
CloseWise's free tier includes income and expense tracking, marketplace listing, order management, client tracking, and the new digital business card. The import parser means you can evaluate all of it with your real business data on day one.
Create your free account, run the import, and see your complete business history in one dashboard today.
FAQ
What file formats does the CloseWise import parser accept?
CSV exports are the most common path, and the parser handles varied column structures without requiring a fixed template. If you are coming from NotaryGadget specifically, use the free NotaryGadget import tool, which is built for that exact migration. For other sources, export to CSV from your current tool first, which nearly every platform and spreadsheet application supports.
Will imported signings count toward my tax reports?
Yes. Imported signings flow into your income records, P&L, and reporting suite exactly like native orders. That is the main reason to import a full year of history: your tax preparation reflects your entire business.
Do I need a paid plan to use the import parser?
The import parser is part of getting your business onto CloseWise, and income and expense tracking is free on every account. Start free, import your history, and upgrade to Pro only if you want the post-completion flow, mileage tracking, and elevated marketplace placement.