Migrating from Housecall Pro

Get your Housecall Pro API key

Housecall Pro API access requires the MAX plan. On Housecall Pro’s own site (not in Conduit), go to My Apps → All Apps → API Key Management, generate a key, and copy it: Conduit needs this single key, not your Housecall Pro password. Keep it private; you can revoke it from Housecall Pro after the migration.

What transfers

1. Customers. Name, email, phone, customer type, company name, billing address, city, state, ZIP code, and notes.
2. Jobs. Title, description, status, scheduled and actual start and end times, customer relationship, site address, city, state, ZIP code, and internal notes.
3. Invoices. Invoice number, status, customer and job relationships, subtotal, tax amount, total, amount paid and balance due, invoice date, due date, paid date, notes, and line-item descriptions, quantities, unit prices, and totals.
4. Estimates as bids. Title, status, customer relationship, subtotal, total, and line items.
5. Price book services. Name, description, unit price, cost, unit, category, and taxable status.

Price book spreadsheet exports

No MAX plan? Export your price book instead: in Housecall Pro, open Price book, then export Services and Materials as two CSV files. In Conduit, go to Settings -> Import Data, pick Price List, and upload each file. Conduit shows Detected: Housecall Pro services export (or materials) and imports:

• Services as services, and materials as materials, with no type to choose.
• Category, with a materials subcategory added after a dash (“Electrical Breakers – Eaton”), and the part number added to the end of the description.
• Price, cost (a $0.00 cost on a service is left blank), unit, and taxable status as set in Housecall Pro.

Items in the Book Online Today! category are Housecall Pro’s online booking menu, not price book items, so they are skipped and listed in the results. Uploading a newer export later updates the matching items’ prices instead of adding copies.

What does not transfer

• Customer tags. Housecall Pro supplies tags, but Conduit does not currently save them during a connector import.
• Estimate issue dates. The connector does not set an issue date on imported bids.
• Estimate tax and notes. Those fields are not saved on the imported bid.
• Photos, custom fields, recurring templates, payment transactions, and time entries. Recreate or retain these separately.
• Team members. Invite technicians to Conduit after the import.

After import

Spot-check customers, job locations and notes, invoice totals and tax, estimate line items, and price book services before ending your Housecall Pro subscription. Your source account is not changed by the import; the summary above already shows how many records of each type came across, and how many had errors.

Need help? Email support@conduitforcontractors.com.

Verified against the Housecall Pro connector and Conduit importer on 2026-08-26.