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DocsMoving from Housecall Pro
Import customers, jobs and estimates from Housecall Pro.
- Companies. The businesses you sell to, buy from or work alongside. Each row becomes one company, and every contact, deal and invoice you bring later links back to it by name.
- People. The individual people you talk to. Each row becomes one contact, attached to the company named on the same row.
- Quotes. Your quotes. Each row becomes one quote in your workspace.
- Projects. The pieces of work you run for a customer. Each row becomes one project against the company it names.
The files a real export gives you
- Customer list. Becomes your companies.
- Jobs. Becomes your projects.
- Estimates. Becomes your quotes.
- Sign in to your old system.
- Go to Settings, then Export, and choose every record type it offers.
- You will get one or more files. Come back here and drop all of them in at once.
Nothing is written until you say so. You will see what we made of every file, decide anything we cannot decide on our own, and read a plain summary of what pressing the button does before it does it.
- Companies. Companies come before contacts, because a contact is attached to one.
- People. Contacts come after companies and before everything that names a person.
- Quotes. A quote points at a company and at products, so both come first.
- Projects. A project is attached to a company, so companies come first.
Companies
The companies or accounts list out of the system you are leaving.
| Field | Description |
|---|---|
| Company name* | Write it as company. We also read company name, account name, organization. Example: Acme Manufacturing. The name we match everything else against, so keep it spelled the way your team says it. |
| Web address | Write it as domain. Example: acme.example. Helps us spot the same company arriving twice under two spellings. |
| Main phone number | Write it as phone. We also read phone number, main phone. Example: +1 415 555 0142. |
| Main email address | Write it as email. We also read email address. Example: hello@acme.example. |
| What they are to you | Write it as type. We also read company type, account type. Example: customer. A word we do not recognise stops the row, so the accepted words are listed with this record type. |
| How active they are | Write it as status. We also read account status. Example: active. |
| Industry | Write it as industry. Example: Manufacturing. |
| City | Write it as city. Example: Oakland. |
| Country | Write it as country. Example: United States. |
| Who owns it | Write it as assigned_to. We also read owner, account owner. Example: dana@yourcompany.example. Use the work email of somebody already in your workspace, or leave it blank. |
People
The contacts or people export from the system you are leaving.
| Field | Description |
|---|---|
| First name* | Write it as first_name. We also read first name, given name. Example: Dana. A single full name column works too. We split it for you. |
| Last name | Write it as last_name. We also read last name, surname. Example: Whitfield. |
| Company name* | Write it as company. We also read company name, account name. Example: Acme Manufacturing. A contact needs a company. Bring the companies file first and these link themselves. |
| Email address | Write it as email. We also read email address, work email. Example: dana@acme.example. |
| Phone number | Write it as phone. We also read phone number. Example: +1 415 555 0188. |
| Job title | Write it as title. We also read job title, position. Example: Operations Lead. |
| Where they are in your funnel | Write it as lifecycle_stage. We also read lifecycle stage. Example: customer. We keep your own words where your workspace already uses them. |
| Profile link | Write it as linkedin_url. We also read linkedin. Example: https://www.example.com/in/dana. |
| Who owns it | Write it as assigned_to. We also read owner. Example: dana@yourcompany.example. |
Quotes
The quotes list out of the system you are leaving.
| Field | Description |
|---|---|
| Source Record ID | Write it as source_record_id. We also read _source_record_id. |
| Assigned To | Write it as assigned_to. |
| Company | Write it as company. |
| Company ID | Write it as company_id. |
| Contact Email | Write it as contact_email. |
| Contact ID | Write it as contact_id. |
| Currency | Write it as currency. |
| Description | Write it as description. |
| Discount Type | Write it as discount_type. |
| Discount Value | Write it as discount_value. |
| Expiry Date | Write it as expiry_date. |
| Internal Notes | Write it as internal_notes. |
| Introduction | Write it as introduction. |
| Is Optional | Write it as is_optional. |
| Is Selected | Write it as is_selected. |
| Issue Date | Write it as issue_date. |
| Line Discount Type | Write it as line_discount_type. |
| Line Discount Value | Write it as line_discount_value. |
| Name | Write it as name. |
| Notes | Write it as notes. |
| Opportunity | Write it as opportunity. |
| Opportunity ID | Write it as opportunity_id. |
| Product ID | Write it as product_id. |
| Quantity | Write it as quantity. |
| Quote Number* | Write it as quote_number. |
| Record ID | Write it as record_id. |
| Section Name | Write it as section_name. |
| SKU | Write it as sku. |
| Source Record ID | Write it as source_record_id. |
| Status | Write it as status. |
| Tax Code | Write it as tax_code. |
| Tax Rate | Write it as tax_rate. |
| Terms And Conditions | Write it as terms_and_conditions. |
| Title* | Write it as title. |
| Unit Label | Write it as unit_label. |
| Unit Price | Write it as unit_price. |
Projects
The project, job or engagement export.
| Field | Description |
|---|---|
| Project name* | Write it as name. We also read project name. Example: Acme line upgrade. |
| Where it is up to | Write it as stage. Example: in_progress. A word we do not recognise stops the row. |
| Start date | Write it as start_date. We also read start date. Example: 2025-04-01. |
| Target finish | Write it as target_end_date. We also read target end date. Example: 2025-07-31. |
| Budget | Write it as budget_amount. We also read budget. Example: 48000. |
Type any of these and we will know what you mean. Anything else comes across as it is written.
People: lifecycle stage
subscriber, lead, mql, marketing qualified lead, marketingqualifiedlead, sql, sales qualified lead, salesqualifiedlead, opportunity, customer, evangelist.
- A customer keeps its name, how to reach it, its addresses and its labels. Agreements, price books and the paperwork attached to the customer do not come across.
- Notes and activity history do not come across. Calls, messages and the running commentary on a customer stay where they are.
- Photos, signed forms and attachments do not come across. Every file stays on the record you exported it from, so keep that account open until you have downloaded what you need.
- Your download does not carry the files themselves. Bring them over in a second step: send us a zip of the files and a list saying which record each one belongs to.
- A file of jobs holds one row per visit and repeats the customer on every row of theirs. We collapse those rows onto the customer they name, so one company comes out for each distinct customer and one job for each row.
- Line items, checklists, time on site and the crew who attended do not come across. A job arrives with its name, its customer, its dates and its money.
- An estimate keeps its name, its customer, its dates, its money and its lines. Which option the customer accepted, the signature on it and the pictures attached to it do not come across.
- The way out here is three separate files rather than one: the customer list, the jobs and the estimates. Wait until you have all three and drop them in together, because the jobs and the estimates only find their customer once the customer list is in.
- Each of the three is sent to you by email rather than downloaded on the spot, so give it a few minutes before you go looking.
- If a report will not run across your whole history, ask for it a year at a time and drop the pieces in together.
- Turn on every column the report offers before you save it. A report saved with the columns it starts with brings across about half of what you have.
- A photo library of tens of thousands of pictures is bigger than one move. Bring the files attached to your live jobs first, keep the rest where they are, and ask us if you need the whole archive.
- Photos and files come over on their own. One move brings over 2 GB and 500 files.
- One file can hold up to 10,000 rows.
- One file can be up to 10 megabytes.
- You can undo a move for 30 days after it finishes.
- You can undo a single file import for 24 hours after it finishes.
Coming from something else? The list of systems we read has a page for each one, and a file from a system with no page of its own still comes across: we read the headings and you confirm every one of them before anything is written.