Bank and imports · Imports from another system
How do I bring my customers and jobs in from Jobber, Housecall Pro or a spreadsheet?
One drop zone, any file. Export from the old system as CSV, drop the files in, and each one is recognised on its own — Jobber, Housecall Pro, ServiceM8, Workiz, FieldPulse, Kickserv, Service Fusion, GorillaDesk, Joist and Tradify exports are known by their columns, and an unfamiliar file is mapped from its headers with you confirming the columns. You see a preview before anything is written: how many will be added, and what will not be counted twice because your books already hold it. Then the import runs in chunks, can resume if the connection drops, and can be undone for seven days. Customers, jobs, paid invoices, estimates and recurring plans all come in; DeskOps never messages your customers because of an import.