Import your customers and history
Bring your list over from ServiceCore, Docket, Jobber, Housecall Pro, or a spreadsheet.
Get your list out of your current tool
Every tool has a way to download your customers as a spreadsheet file, usually called a CSV. Look for an Export button, or just use the spreadsheet you already keep. Job history and unpaid balances can come in the same file or separate ones. If you cannot find the export button, email us and we will point you to it.
Open the import wizard
Open the Customers page and hit Import, or press o from anywhere. Drop the file in. The wizard recognizes the common export formats and pre-maps the columns it knows.
Map your columns
Match any remaining columns to fields: customer type, referral source, addresses, notes. Anything unmapped is kept in notes rather than dropped.
Preview and dedupe
The preview shows every row with duplicates flagged before anything is written. Nothing lands until you approve it.
Run it and spot-check
Import, then open a handful of customers you know well and confirm the details look right. If a customer still owed you money in the old system, that balance comes over as an open invoice here, so nothing you are owed gets lost in the move.