Bring your customers over
Import a CSV from Jobber, Housecall Pro, QuickBooks, Google Contacts or a spreadsheet.
- 1
Export your client list from your old system as a CSV file.
- 2
Go to Clients → Import and pick the file.
- 3
Columns are matched by their names — names, phones, emails, billing or service address, notes. You see who’s coming in before anything is saved.
- 4
Tap Add to bring them in. Anyone already here with the same phone number or email is skipped.
Nobody is texted or emailed when you import.
Columns that don’t match anything go into that customer’s notes, so nothing you kept is lost.
Still stuck? Email sam@crewdocket.com. The person who built CrewDocket answers.