Switch to BuilderBase

Switch from Jobber or Housecall Pro without starting over.

Export your data from your old tool, upload the files, and bring your customers, price book, jobs, invoices and estimates with you. You check everything before it's saved, and you can undo the whole import if something looks off.

Start your free trial See how it works
  • Jobber
  • Housecall Pro
  • JobNimbus
  • Any CSV
Included on every plan Works during your free trial No credit card required
The BuilderBase Data Import wizard asking which tool you're switching from, with Jobber, Housecall Pro, JobNimbus and Other (CSV or Excel) as choices

How it works

Three steps, and you check everything along the way.

The import lives in Settings, under Data Import. You run it yourself, from your own account, whenever you're ready.

1

Export

Pick the tool you're leaving and download your CSV or Excel exports from it. We show you where each export lives (and so does this page).

2

Match

Upload the files. BuilderBase suggests a match for every column, and you can change any of them. Then you see a preview with record counts and any rows that have problems.

3

Import and check

The import runs in the background with live progress, then shows a summary of what came in. If something looks off, undo the whole import and try again.

The column-matching step of the BuilderBase import, with each column from the uploaded file paired with a suggested BuilderBase field that can be changed

Every column gets a suggested match. Change any you disagree with.

The BuilderBase import result summary showing 8 customers imported from Jobber, with View Customers and Undo This Import buttons

A clear count of what came in, plus one button to undo it all.

What comes over

Your business, not just a contact list.

Invoices and estimates link back to their customer and project from the same import, so your history shows up where you expect it.

Which record types BuilderBase can import from each source
Record type JobberHousecall ProJobNimbusAny CSV
Customers Names, contact details and addresses
Price book 1 Products and services, taxable or non-taxable –
Jobs Come in as projects
Invoices With line items, linked to the customer and project
Estimates and quotes Linked to the customer and project
Recurring jobs 2 Become recurring scheduled jobs on your calendar – –
  1. 1 JobNimbus doesn't export a price book, so you'll add your products and services in BuilderBase after the import.
  2. 2 Recurring jobs come over from Jobber or from your own CSV. They land as recurring scheduled jobs on your calendar, which is part of the Pro plan.

Still comparing? See how BuilderBase stacks up against Jobber and Housecall Pro.

Nothing gets left behind

Built so a switch is low risk.

Extra columns become custom fields

If your export has a column BuilderBase doesn't have a field for, it becomes a custom field on the customer, project or scheduled job. You can see and edit it like any other field.

The rest goes into internal notes

On invoices, estimates and price book items, extra details are saved to internal notes, so the information is still there when you need it. Your clients don't see those notes.

Bring your photos and documents

Pick a folder of job photos and documents and BuilderBase matches them to the right projects automatically. That upload can be undone too.

Undo the whole import

Mapped a column wrong? Uploaded last year's file? One click removes everything that import brought in, and you can start fresh.

Re-upload without duplicates

Upload the same file again and BuilderBase updates the records it already imported instead of creating copies. Fix your spreadsheet and run it as many times as you need.

Preview before anything saves

See how many records of each type will come in, and which rows have problems, before you press import. No surprises after the fact.

How to export

Where to find your exports in your old tool.

Using something else? Any CSV or Excel file works with the Generic CSV option, and you match the columns yourself.

Jobber

You need to be an account admin in Jobber to export.

  1. 1
    Customers

    Clients, then More Actions, then Export Clients. Jobber emails you the CSV, split into files of 1,500 clients. Upload all of them.

  2. 2
    Price book

    Settings, then Products & Services, then Export to CSV.

  3. 3
    Jobs, invoices, quotes

    Reports, then the Jobs Report, Invoices Report and Quotes Report. Pick the full date range, include all columns, then Export to CSV.

  4. 4
    Recurring jobs

    Reports, then the Recurring Jobs report, full date range, all columns, Export to CSV.

Housecall Pro

Customer exports are admin only. Large accounts may need to export one year at a time.

  1. 1
    Customers

    Customers, then Actions, then Export. Housecall Pro emails you the file.

  2. 2
    Price book

    Settings, then Price Book. Export Services and Materials separately and upload both.

  3. 3
    Jobs and invoices

    Reports (or SEE ALL JOBS). Pick the full date range and all columns. Make sure the invoice export includes a total column.

  4. 4
    Estimates

    Run the Estimates report and export it.

JobNimbus

JobNimbus does not export a price book, so you can add yours in BuilderBase after the import.

  1. 1
    Contacts

    Export your contacts list view as a CSV.

  2. 2
    Jobs

    Export your jobs list view as a CSV.

  3. 3
    Invoices and estimates

    Export each list view as a CSV.

Stuck on an export?

Email us and we'll help. Chris, the founder, answers support himself, usually the same day.

Get in touch

FAQ

Questions about switching.

Will I lose any data?
Not from the files you upload. Every column gets matched to a BuilderBase field, and anything we don't have a field for becomes a custom field on the customer, project or scheduled job, or goes into internal notes on invoices, price book items and estimates. Before anything is saved you see a preview with counts and any problem rows, so nothing disappears quietly.

Can I undo an import?
Yes. When an import finishes you get a summary of what came in and an Undo button that removes the whole import. If you upload the same file again later, BuilderBase updates the records it already brought in instead of creating duplicates, so it's safe to fix a spreadsheet and run it again.

Do I need to cancel my old tool first?
No, and we'd recommend you don't. Keep your old account until you've run the import, checked your customers, jobs and invoices in BuilderBase, and you're happy with what you see. Then cancel. Your free trial gives you time to do that without paying twice.

Does importing cost extra?
No. The import wizard is included on every plan, including the 7-day free trial, which needs no credit card. Starter is $39/mo with 2 users and Pro is $99/mo with 10 users. Extra users are $15/mo. The import is available to admins on your account.

Can you help me with the switch?
Yes. If you get stuck on an export or a column won't match, email us. Chris, the founder, answers support email himself, usually the same day. We'll help you work through it, though the import itself is something you run from your own account.

What about past payments and messages?
Invoices come over with their totals and status, so you can see what's been paid and what's still open. Message history, saved card details and user accounts don't come over. You'll invite your team again in BuilderBase, and your clients' payment details stay with your old payment processor.

Does BuilderBase sync with Jobber or Housecall Pro automatically?
No. It's a one-time import from the files you export, not a live connection. That keeps it simple: you export, upload, check the result, and you're done.

Bring your business with you.

Start a free trial, run the import, and check every record before you cancel anything. 7 days, no credit card.

  • Jobber
  • Housecall Pro
  • JobNimbus
  • Any CSV
Start your free trial