Go to Settings -> Import Data and pick the tile that matches your source.
- See Import from Another Tool, the entry point to the direct-connector Migration Wizard.
Import type picker: Import from Another Tool, Customers, Price List, Jobs, Invoices, Bids, and Scan Handwritten List, all as one grid of tiles.
Housecall Pro, FieldPulse, QuickBooks Online, and Service Fusion connect directly and pull your data automatically; see each provider’s own guide for the walkthrough:
- Connect Housecall Pro
- Connect FieldPulse
- Connect QuickBooks Online
- Connect Service Fusion
- Get a free migration from your Jobber export
- Get a free migration from your ServiceTitan export
A connector may show Temporarily unavailable while verification continues for your account. Your source account is never changed by any of these paths.