Customers
Minimum required
A customer identity: name, company, or email
Recommended columns
Phone, address, city, state, ZIP, notes, tags, source
Example headers
customer nameemailphonestreetcitynotes
Data import guide
Bring your service business data with you.
True Blue Service can import common field-service exports and general spreadsheet files. Use this guide to prepare a clean CSV, XLSX, or XLS file before you start.
Supported sources
Other / CSVView guide
General CSV, XLSX, and XLS files with clear headers.
JobberView guide
Jobber Clients, Jobs, Invoices, Quotes, and Products/Services CSV exports.
QuickBooksView guide
QuickBooks customer lists, employee lists, invoice summary exports, and products/services item lists.
ServiceTitanView guide
Owners moving customers, locations, jobs, invoices, estimates, and pricebook rows out of ServiceTitan spreadsheets.
Housecall ProView guide
Housecall Pro customer, job, invoice, estimate, and pricebook spreadsheet exports.
Recommended order
- 1Customers first, so later files can match against clean customer records.
- 2Locations next when your source has separate service-site exports.
- 3Jobs after customers, so work history links to the right records.
- 4Invoices and estimates after jobs when possible.
- 5Pricebook files can be imported anytime.
General CSV requirements
General CSV imports work best when your headers use plain names like customer name, phone, job date, and total. You can review and change every column mapping before importing.
Jobs
Minimum required
Customer identity plus job date, address, description, or amount
Recommended columns
Status, work order number, technician, tags, notes
Example headers
customer namejob datework order numberstatustotal
Invoices
Minimum required
Customer or job identity plus invoice date or amount
Recommended columns
Invoice number, due date, status, paid amount, balance, notes
Example headers
invoice numbercustomer nameinvoice datetotalbalance
Estimates
Minimum required
Customer identity plus estimate date or amount
Recommended columns
Estimate number, valid until date, status, message, notes
Example headers
estimate numbercustomer nameestimate datestatustotal
Employees
Minimum required
Employee name and email
Recommended columns
Phone, role, active status
Example headers
employee nameemailphoneroleactive
Pricebook
Minimum required
Item name and item type or section
Recommended columns
Category, description, code, unit price, taxable flag, notes
Example headers
item nameitem typecategoryunit pricetaxable
Import type
Minimum required
Recommended columns
Customers
A customer identity: name, company, or email
Phone, address, city, state, ZIP, notes, tags, source
customer nameemailphonestreetcitynotes
Jobs
Customer identity plus job date, address, description, or amount
Status, work order number, technician, tags, notes
customer namejob datework order numberstatustotal
Invoices
Customer or job identity plus invoice date or amount
Invoice number, due date, status, paid amount, balance, notes
invoice numbercustomer nameinvoice datetotalbalance
Estimates
Customer identity plus estimate date or amount
Estimate number, valid until date, status, message, notes
estimate numbercustomer nameestimate datestatustotal
Employees
Employee name and email
Phone, role, active status
employee nameemailphoneroleactive
Pricebook
Item name and item type or section
Category, description, code, unit price, taxable flag, notes
item nameitem typecategoryunit pricetaxable
Before you upload
- Keep one clear header row at the top of the file.
- Remove blank rows, report totals, and page footer rows before uploading.
- Keep source IDs or reference numbers when your export includes them.