Bulk import your customer list from an Excel or .CSV file directly into Housecall Pro. If you're coming from another software or using Quickbooks Desktop (and don't want to transition to Quickbooks Online) this will be the option for you.
You can choose to import your list yourself or email your list in Excel or .CSV format to our import team at email@example.com to have it uploaded for you.
If you choose to have our team at Housecall import your customer list,
please allow 3-5 business days for it to appear in your database.
Check out our tips on how to better connect with your customers.