There are four ways you can add customers to your account:
Import from a file (either a CSV spreadsheet you have or from a prior software system)
Import from QuickBooks
Import from contacts
We recommend that you only import from one source, and you should choose whichever source is most up-to-date. That means that if you use QuickBooks and another software system, you should choose to import from the one that was your source of truth. In that case, you can still connect to QuickBooks, just be sure not to import past data from QuickBooks.
Import your customer list from a .CSV file directly into Housecall Pro. If you're coming from another software that is the most up-to-date source for you, or if you do not use QuickBooks, this will be the option for you.
File: Click here for step-by-step instructions and best practices on importing your customer list.
Pros on our MAX plan can work directly with our data import team where they can import your customers, job history, equipment, and price book for you. Our basic transfer option is free. There may an additional cost for exports with multiple files or exports that require additional formatting that is outside the standard transfer scope of work. Please work with your Onboarding advisor to set up an initial consultation call. If you’re itching to get started with importing your customers, you are welcome to follow the below instructions to import on your own.
Connect and import customers from your QuickBooks account. If you use QuickBooks Online or Desktop as your accounting software AND if it is the most up-to-date source of your customer data, this will be the option for you.
QuickBooks Online: Watch this video to learn how to easily import your customer list, price book, and job history from QuickBooks Online to Housecall Pro.
QuickBooks Desktop: Watch this video to learn how to connect and import your customer list, price book, and job history from QuickBooks Desktop to Housecall Pro.
If you don't have an official list and your contacts are in your phone, that's okay! Housecall Pro is a great tool to help create and build your customer database. You can import any contacts into Housecall Pro to get started.
If you don't have any customers to import, you can add customers manually into Housecall Pro.
Check out our tips on how to better connect with your customers.