If you use spreadsheets or another software system to manage your business data, you can get started more quickly with Housecall Pro by importing it from a file. We currently support importing your customer data and Price Book from a file into Housecall Pro.

Note: 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.

If you use QuickBooks Online or QuickBooks Desktop as your most up-to-date source of business data, you can import your customer list, price book, and job history directly.

QuickBooks Online: Watch this video to learn how
QuickBooks Desktop: Watch this video to learn how

Export your data from another software system

Use one of the help articles below to learn how to export your data from another software system:

Export your customer data from another software system (such as ServiceTitan, FieldEdge, Jobber, Wintac, DispatchMe, Joist, Service Fusion, and more)
Import your Customers from ServiceMonster

What to know before importing

Some fields are required and some are optional
If you do not have any data for the optional fields, you can leave it blank
If you have a field that is not listed here, we recommend that you copy into either Customer notes or Tags in your spreadsheet software before importing.
We recommend that you have column headers or names for each field. If your data does not have a column header (meaning the first row has customer data), we recommend adding a new row at the top and using the field names in the table below.
If your files require additional formatting prior to upload (merging sheets, combining multiple fields into a single field, etc.) you can consult our Data Formatting Guide for some tips and tricks.

Customers fields

There are some required fields and many optional fields. If you do not have any data for the optional fields, you can leave it blank. The table below shows which fields you can import.

Field	Description	Format	Required or Optional
ID	unique customer identifier	any number up to 191 characters	required - if you do not have an ID, we will use Display name
Display name	usually full name or company name		required - if you do not have it, we will use First name/Last name or Full name
First name	Customer first name		must have one of name, company, or email
Last name	Customer last name		must have one of name, company, or email
Role	Customer role / title at their job		optional
Company	Associated company		must have one of name, company, or email
Service address	Address where you perform the work	zip code must be a real USA zip code states can be either the full name or 2 digit code	optional
Service address notes	Private notes on the service address		optional
Billing address	Address where you bill the work	zip code must be a real USA zip code states can be either the full name or 2 digit code	optional
Billing address notes	Private notes on the billing address		optional
Mobile number	Customer mobile phone number	must be 10 or 11 digits	optional
Home number	Customer home phone number	must be 10 or 11 digits	optional
Work number	Customer work phone number	must be 10 or 11 digits	optional
Additional phone numbers	Customer additional phone number	must be 10 or 11 digits	optional
Emails	Customer emails	multiple emails must be separated by commas	must have one of name, company, or email
Lead source	Source of the customer lead		optional
Customer notes	Private notes on the customer		optional
Tags	Tags that you wish to use to categorize customers	multiple tags must be separated by commas	optional
Type	Customer	values can be either `homeowner`/ `owner` or `business`	optional
Notifications enabled	whether the customer chooses to receive notifications	true/false, yes/no, t/f	optional
Is a contractor	whether the customer is a contractor for which you subcontract	true/false, yes/no, t/f	optional

Jobs fields

The Jobs import has specific fields in addition to all of the Customer fields above. There are some required fields and many optional fields. If you do not have any data for the optional fields, you can leave it blank. The table below shows which fields you can import.

Field	Description	Format	Required or Optional
Invoice number (note: currently interchangeable with job number)	A number	any number up to 191 characters	optional - if you do not have it, the system will assign one
Assigned employees	Comma separated list, i.e (Daniel, Salomon, Sienna)		optional
Job ID	A number, with maximum length validator at 191 characters)	any number up to 191 characters	optional - if you do not have it, the system will assign one
First line item description	Name of a job		optional
Notes	A note/text for the job		optional
Subtotal	Amount in dollars for the job		optional
Tax	A number in dollars		optional
Payment amount	Amount in dollars		optional
Payment method type	A string, e.g. ‘Cash', 'Check’		optional
Payment notes	A note/text for the payment		optional
Scheduled date	Date		optional
Schedule time	Date		optional
Start date	Date		optional
Completion date	Date		optional
Invoice Sent date	Date		optional
Payment date	Date		optional
Tags	Comma separated list, e.g. ('Tag one', 'Tag two')	multiple tags must be separated by commas	optional
Message	Custom message		optional
Lead source	list that maps to lead sources in HCP		optional
Business unit	list that maps to business units in HCP		optional
Callback	true/false	true/false, yes/no, t/f	optional
Job type	list that maps to job type in HCP		optional

Reporting Tools for MAX Pros

Import your Customers from a File

Import your Jobs from a File

Data Formatting Guide

Import Services and Materials into your Price Book from a file