Importing your data on day one

Quotrr supports CSV import from day one, so you are not starting cold. If you are coming from Jobber or Housecall Pro, you can bring your customer list and history over in a few minutes. This article covers how the fields map and what to check once they land.

Export from your current tool

Both Jobber and Housecall Pro let you export your customers to a CSV file from their settings or reports area. Export your customer list first. That is the one that matters most, because it is the people you already serve. Job history can follow where your export includes it.

What fields map

The importer reads the common columns and lets you match them to Quotrr's fields before anything is saved. The usual mapping is straightforward:

• Customer name maps to name.
• Phone maps to phone, which matters because so much of Quotrr runs over text.
• Email maps to email, used for proposals and the magic-link portal.
• Service address maps to address, which feeds the job location and the GPS check-in later.

If your export uses different column headers, you line them up by hand in the mapping step. Nothing imports until you confirm the preview, so a wrong guess is easy to fix before it lands.

What to check after import

• Count. Does the number of imported customers match what you expected from the export. A large gap usually means a column did not map or rows were skipped.
• Phone formatting. Spot-check a few numbers. Different tools store phones in different formats, and you want them clean for texting.
• Duplicates. If you imported more than once, or your export had repeats, scan for the same customer twice and merge or remove.
• Addresses. Check that service addresses came through whole, since they feed job location and check-in.

A clean export makes a clean import

Most import headaches start in the export, not in Quotrr. Before you pull the file, do two things in your current tool. First, clear out the obvious dead contacts so you are not importing customers you will never call again. Second, make sure the export includes the columns you actually want, name, phone, email, and address, rather than a stripped-down list. Five minutes of cleanup on the way out saves you more than that on the way in.

You do not have to import everything at once

Bring your customers first, because that is the list that lets you start quoting. Job history can wait, or come over later, or not at all if your records are thin. The import is not a one-shot gate you have to clear perfectly on day one. You can run it again as you get cleaner exports, and the preview-before-confirm step means a second pass is low risk.

Then set up the rest

With customers in, build your price book from your most common jobs, then send a real proposal to feel the flow. See Building your first proposal.

If the import does not line up

If your export does not map cleanly, email [email protected] with the file and we will help you map it. For the broader move, see Switching from Jobber or Housecall Pro.