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)
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 | 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 |