Help / Switching to Quotrr

Importing your data on day one

Your customer list, in, mapped, and checked in a few minutes.

Quotrr supports CSV import from day one, so you are not starting cold. Coming from Jobber or Housecall Pro, your customer list lands in a few minutes. Here is how the fields map and what to check once they do.

Export first

Both tools export customers to CSV from their settings or reports area. Customers first, because that is the list that lets you start quoting. Job history can come later, or not at all if your records are thin.

How fields map

• Name to name.
• Phone to phone, which matters because so much of Quotrr runs over text.
• Email to email, used for proposals and the magic-link portal.
• Service address to address, which feeds 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.

Check after import

• Count. A big gap against your export usually means a column did not map or rows were skipped.
• Phones. Spot-check formatting. Different tools store numbers differently, and you want them clean for texting.
• Duplicates. Merge or remove repeats, especially after a second run.
• Addresses. Confirm they came through whole.

A clean export makes a clean import

Most import headaches start in the export. Before you pull the file, clear out the dead contacts and make sure the export includes name, phone, email, and address. Five minutes on the way out saves more than that on the way in. And the import is not a one-shot gate: you can run it again with a cleaner file, and the preview step makes a second pass low risk.

With customers in, build your price book and send a real proposal: Building your first proposal. Stuck on a file? Email help@quotrr.com with the export and we will map it with you. The broader move is covered in Switching from Jobber or Housecall Pro.