Import from Jobber, Housecall Pro or ServiceTitan
Bring your customers, past jobs and invoices over from a CSV export.
Open Jobs › Settings and click Import under Bring your data over. Import in this order: customers, then jobs, then invoices, so jobs and invoices land on the right customers.
1. Export from your old tool
- Jobber: Clients, Jobs or Invoices › Export (CSV).
- Housecall Pro: Customers, Jobs or Invoices › the ⋯ menu › Export to CSV.
- ServiceTitan: Reports › a Customers, Jobs or Invoices report › Export › CSV.
2. Upload and check
Choose What's in the file?, pick the file and click Upload and check. CrewRobin matches each column and shows an example value. Fix any match that's wrong, or set it to Don't import. Rows are matched to customers you already have by phone, email or name.
3. Import
Click Import. Imported jobs and invoices are history: no texts, review requests or automations go out for them.
Made a mistake? Open the import under Past imports and click Undo import. It removes exactly what that import added, and keeps customers who have other jobs since.