Import & Export your Data

Learn how to import and export your data into Housecall Pro

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12 articles in this collection
Written by Ian, Alyssa Moretti, Angel and 3 others

Prepare to Import your Data

Prepare to import your data

Written by Sienna Magee
Updated this week

Export your data from another software system

Export from ServiceTitan, FieldEdge, Jobber, Wintac, DispatchMe, Joist, Service Fusion and more

Written by Sienna Magee
Updated over a week ago

Import Customers and Job History from ServiceMonster

Import customers to QuickBooks Online, then import them into Housecall Pro.

Written by Angel
Updated over a week ago

Import your Customers

Import your Customers from a File

Written by Sienna Magee
Updated over a week ago

Import your Customers from QuickBooks Online

Get your list of customers into Housecall Pro from QuickBooks Online

Written by Taylor Morrison
Updated over a week ago

Import your Customers from QuickBooks Desktop

Learn how to export your customers from QBD to a .CSV file to bring them into to Housecall Pro

Written by Alyssa Moretti
Updated over a week ago

Import your Customers from Contacts

Google contacts, contacts

Written by Taylor Morrison
Updated over a week ago

Import your Price Book

Import Services into your Price Book

Import your Price Book and understand the fields that can be imported

Written by Ian
Updated over a week ago

Import Materials into your Price Book

How to import your list of materials or parts that you need to bring into your Housecall Pro Price Book

Written by Laura Fonseca
Updated over a week ago

Import your Jobs

Import your Jobs from a File

Written by Sienna Magee
Updated this week

Export your Data

Export your Customers

Export your customer list to an Excel or Google Sheets file

Written by Ian
Updated over a week ago

Export your Price Book

Exporting your Price Book as a CSV file

Written by Ian
Updated over a week ago