Data Importing
Will Jobber ever support importing data from older CRMs, like ServiceCEO, so we can transfer over the data we’ve collected for the past ten years and have all our information in one system? This woul...
Forum Discussion
Hey NJHMS, totally get where you're coming from. Importing from something like ServiceCEO can be a real challenge, especially when there's so much history tied up in those records.
Jobber does a solid job with the basics, but when it comes to more complex historical data like estimates, job notes, payments, etc., we've seen a lot of teams hit similar roadblocks. We’ve helped businesses bring that kind of data into CRMs like Jobber even when it’s coming from older systems or backups by building out a custom import process that keeps everything organized and tied to the right jobs and clients.
We specialize in helping teams migrate their full history into Jobber including photos, documents, notes, and pretty much whatever data you’re trying to bring over cleanly and with as little disruption as possible.
If this is something you’re exploring, feel free to DM me here or check out how we help with CRM data migrations.
