< 5 min
Average migration time
10,000+
Records per import batch
99.8%
Import accuracy with validation
Migrate from any competitor or spreadsheet in minutes with intelligent CSV import. Map columns automatically, validate data before committing, and export any dataset with one click — customers, jobs, invoices, expenses, and more.
Why Teams Love This Feature
Bulk Import
Import hundreds of customers, jobs, or invoices from CSV files with automatic column mapping and validation.
One-Click Export
Export any list or report to CSV or PDF instantly — filtered exactly the way you see it on screen.
Competitor Migration
Switching from Jobber, Housecall Pro, or ServiceTitan? Our migration tool maps their export formats automatically.
Data Validation
Preview and fix issues before import. Duplicate detection, required-field checks, and format validation protect your data quality.
Powerful Features Built for Service Management
Smart Import Wizard
A step-by-step wizard that makes importing data foolproof.
Upload CSV and auto-detect column mappings based on header names
Preview first 10 rows with mapped fields before committing
Highlight validation errors (missing required fields, invalid formats)
Skip, fix, or merge duplicate records during import
Export Engine
Export any data from the platform with full control over format and filters.
Export customers, jobs, invoices, expenses, and time entries
Apply date range, status, and custom filters before export
Choose CSV or PDF format with configurable column selection
Migration Tools
Purpose-built importers for popular competitor platforms.
Pre-configured mappings for Jobber, Housecall Pro, and ServiceTitan exports
Automatic field translation (e.g., "Work Order" → "Job")
Preserve historical records including completed and archived items
Dry-run mode lets you preview the import without committing changes
Scheduled Exports
Automate recurring data exports for accounting and reporting.
Schedule weekly or monthly exports of invoices and expenses
Deliver exports via email or save to connected cloud storage
Configure export templates with pre-set filters and columns
Frequently Asked Questions
What file formats are supported for import?
CSV (.csv) is the primary import format, which is universally supported by all competitors and spreadsheet applications. Export supports both CSV and PDF formats.
Can I undo an import if something goes wrong?
Yes. Every import creates a restore point. You can roll back the entire import within 24 hours, removing all imported records cleanly.
How does duplicate detection work?
The import wizard checks for duplicates based on configurable match fields (e.g., email + phone for customers, invoice number for invoices). You can choose to skip, overwrite, or merge duplicates.
Is there a row limit on imports?
Each import batch supports up to 10,000 rows. For larger datasets, simply split your CSV into multiple files. There is no limit on the number of import batches.
Related Features
Explore other features that work great with CSV Import/Export
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