Import from Jobber or Housecall Pro
Bring your customers and jobs over by CSV — with a dry run before anything is written and one-click undo after.
Updated Jul 30, 2026
Switching tools shouldn't mean retyping years of customers. The import wizard reads the CSV exports Jobber and Housecall Pro produce (and generic spreadsheets), maps the columns for you, and shows exactly what will happen before it happens.
- 1Export your customers (and jobs, if you want them) to CSV from your current tool.
- 2Open Settings → Import — or use the Import button on the Customers or Jobs page.
- 3Upload the file. FieldOps recognizes the source, auto-maps the columns, and lets you adjust any of them with a live preview.
- 4Review the dry run: how many rows are ready, likely duplicates, and any problem rows — nothing is written yet.
- 5Run the import. Re-running the same file later adds zero duplicates, and every batch has a Delete-this-batch undo in the history table.
Import customers first, then jobs — imported jobs find their customer by email, phone, or name and link up automatically.
Related articles
Share the client hub with a customerOne private link where a customer sees their quotes, invoices, and upcoming visits — and can pay or request work. No login.Set up your online booking pageA public estimate-request page customers use to pick services, add photos, and request work — shareable or embeddable on your site.
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