How do I bring my customers and jobs in from Jobber, Housecall Pro or a spreadsheet?

Choose files, then drop CSV exports into one zone. Jobber, Housecall Pro, ServiceM8, Workiz, FieldPulse, Kickserv, Service Fusion, GorillaDesk, Joist and Tradify files are recognised from their columns. Unfamiliar files need you to confirm the columns.

To import from FreshBooks there is no sign-in: export Clients, Payments Collected (Reports → Payments Reports, choose a Custom date range for your full history) and Expenses as CSV. Recognised files share one review and one Import button. A business with several contacts becomes one customer. Changed receipts without IDs need your choice together on that review. The invoice export brings your unpaid invoices into Get Paid with their balances. QuickBooks native customer and received-payment reports are recognised too.

The preview names what will come in, what already exists and what is set aside. A truncated or malformed file is refused whole with a reason. Saving runs in chunks and Retry resumes after a connection drop. Undo is available for seven days. DeskOps never messages customers because of an import.