This feature is currently in beta testing and is not yet available for all Pros. Features in beta testing are subject to change based on the feedback we receive. Use this guide if your import page looks like this. If your page looks different, please follow this guide to import services and this guide to import materials.
Now, you can import your price book from either an Excel or .CSV file directly into Housecall Pro. We can bring in all industry, category, name, description, price, cost, tax codes, and units of measure for Price book services and materials. Our in product-wizard will walk you through the process of matching your column names to our system, will ensure that everything is formatted correctly, and will give you a chance to correct any errors to ensure that you end up with everything you need in Housecall Pro.
Below are fields that can be imported for Services:
Field | Required | Description |
Industry | true | The industry that a service lives in. The name of this category must match the name of one of the industries in HCP to be imported. |
Category | true | The top-level category that a service lives underneath. All services must have a category within an industry |
Subcategory_x | false | The levels of categories a service lives in underneath the top-level category |
Name | true | Name for a service. |
Description | false | Description of the work included in a service. |
uuid | false | Housecall Pro generated ID for a service. This will only be present when importing a list that was previously exported from Housecall Pro. |
Price | false (defaults to $0) | The amount that will be charged to the customer for performing the service. Use the standard format of $0.00. |
Cost | false (defaults to $0) | The amount that it cost your company to perform their service. This will be used to calculate profit on jobs. Use the standard format of $0.00. |
Taxable | false (defaults to false) | Whether tax should apply to this service when added to a job. |
unit_of_measure | false (defaults to each) | The unit of measure for a single unit of this item. (ex. each, square foot, gallon) |
Below are fields that can be imported for Materials:
Field | Required | Description |
Category | True | This is the top level category that a material or your material sub-categories live underneath. This is required. |
Subcategory_x | False | The levels of categories a material lives within your top level category. This allows you to nest and create further categorization. |
Name | True | This is the name of your material or part. |
Description | False | Description of the material or part. |
Price | False | The amount that would be charged to the customer. Use the standard format of $0.00. |
Cost | False | The amount that this material or part costs your company. This will be used to calculate price if this is a material mark up enabled part. Use the standard format of $0.00. |
Taxable | False (defaults to false) | Whether tax should apply to this service when added to a job. |
unit_of_measure | False (defaults to each) | The unit of measure for a single unit of this item. (ex. each, square foot, gallon) |
Material mark up enabled | False (only applicable if you have enabled flat rate pricing) | This will automatically calculate price for your materials imported when true. We will calculate your cost field* material mark up tier. |
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.
Step-by-step instructions:
Prepare your data
Before starting the in-product import wizard, prepare to bring in your data, by:
Exporting your data from your previous software system
Verifying that you have all the required fields
Ensuring that your file is in one of the variety of supported file formats including comma- or tab-separated (.csv, .tsv), Excel (.xls, .xlsx), and others (.xml, and .txt).
You can learn more about how to prepare your data for import here. You do not need to modify your data to match a template. Our system will match your fields to the Housecall Pro fields.
At this time, Housecall Pro only supports importing one level of customers. If you have more than one level of customers (for example parent-child customers for billing), you have two options:
Continue with the import: Customers (parents) will be imported: Sub-customers (child) will not be imported.
Edit your sub-customer structure in the file: Re-organize the structure of your sub-customers and add them to their own line in the file. Then they can be imported to Housecall Pro and you can set up sub-customers in Housecall Pro.
Upload your data
1. Start by selecting Upload file on either page Import and export services or Import and export materials. If you want to import both, you will have to repeat this process.
2. Select your file from your computer
3. If you have multiple sheets in one file, you can select the sheet that you would like to import.
4. Our system will ask you to confirm if the first row contains column headers.
5. Our system will then try to map the Housecall Pro field name to the column headers in your file. However, if there are discrepancies (such as in Housecall Pro we have an Industry field and in your data you have an Business Unit field), this is your opportunity to fix so that the data is imported into the correct field. Review each one and click "Confirm Mapping" or change to the correct header name in your file. You can also choose to ignore the column if you do not wish to import it. Once all mappings have been confirmed, click Review.
6. Finally, our system will validate that the data in your file can be imported. If any rows have errors, they will be highlighted in red. You can toggle "Show errors" to see all of the rows with errors. To see what the error is, hover over the value, and type in the adjustment into the field.
7. Once you correct any errors, confirm that you are ready to upload the file.
9. You will receive an email once the import is complete. You can navigate elsewhere in the software and continue to use Housecall Pro.