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ServiceTitan import guide

ServiceTitan migration checklist

Export the files ServiceTitan gives you, clean them, and import in order. This is a file import. It does not move saved cards, and it does not change anything still in ServiceTitan.

Recommended order

  1. 1Export customers, locations, jobs, invoices, estimates, and pricebook files
  2. 2Remove blank rows, report totals, and extra header rows
  3. 3Import customers, then locations, then jobs
  4. 4Import invoices, estimates, and pricebook items
  5. 5Check a few records before the crew starts working in the account

Import notes

These notes explain how this source is handled before you review the final mappings.

Things to know

  • Locations are required for multi-site customers. Jobs often point at a location id instead of a full street address.
  • Write down QuickBooks, card processing, and any review or texting tool before cutover. Those connections are not inside the spreadsheet.
  • Saved cards and bank accounts do not import. Paid amounts and open balances can. Connect Stripe again in True Blue Service if you want to charge cards here.
  • QuickBooks Online sync is a separate setup after the file import. It is not turned on by the spreadsheet.

Imported when available

  • External IDs
  • Location links
  • Business units
  • Warranty metadata
  • Tags
  • Invoice balances

Not imported

  • Saved payment methods
  • Passwords
  • Report-only subtotals
  • Fields with no matching destination

Pick the import type

Pick the matching source first, then choose the import type shown below. You can still review and adjust the column mapping before saving records. The names in the picker match the in-app import tool.

Customers

Choose Customers

Required

  • Customer ID or customer name

Recommended

  • Email
  • Phone
  • Billing address
  • Tags
  • Notes

Notes

  • Example headers: customer id, customer name, email, phone, street, city, state, zip.

Locations

Choose Locations

Required

  • Customer ID
  • Location ID
  • Service address

Recommended

  • Unit
  • City
  • State
  • ZIP
  • Location name

Notes

  • Example headers: customer id, location id, street, city, state, zip. Import locations before jobs.

Jobs

Choose Jobs

Required

  • Customer ID or location ID
  • Job ID, date, address, or total

Recommended

  • Status
  • Technician
  • Business unit
  • Tags
  • Notes

Notes

  • Example headers: job id, customer id, location id, scheduled date, status. A job may only have a location id.

Invoices

Choose Invoices

Required

  • Customer identity
  • Invoice number, date, or total

Recommended

  • Paid amount
  • Balance
  • Status
  • Job ID

Notes

  • Example headers: invoice number, customer id, invoice date, total, balance, paid amount.

Estimates

Choose Estimates

Required

  • Customer identity
  • Estimate number, date, or total

Recommended

  • Status
  • Valid until
  • Message

Notes

  • Example headers: estimate number, customer name, estimate date, status, total.

Services

Choose Services or Mixed Pricebook

Required

  • Name
  • Category

Recommended

  • Code
  • Description
  • Price
  • Warranty description
  • Warranty duration

Notes

  • Example headers: name, code, description, price, category. Warranty text on service rows is kept.

Before you export

  • Keep one header row. Delete blank rows, page footers, and report total rows.
  • Keep customer, location, and job IDs in the file. Later files match on those IDs.
  • List what else the shop uses: QuickBooks, card payments, review requests, and texting. Plan each one on its own.

Test the import

  • Map the columns and read the preview before you finish the import.
  • Open one customer with two service addresses, one job, and one invoice. Confirm the job sits on the right address.
  • Invite technicians only after those records look right. Employee passwords are never in the file. You send invitations.

If you need to stop

  • The import does not edit or delete your ServiceTitan account. Keep the export files.
  • If the preview is wrong, stop and fix the file. Do not invite the crew onto a bad import.
  • There is no one-step undo after a finished import. A later file can update matching rows, which is not the same as restoring the first try.

Related

Data importQuickBooks integrationPricingMobile appContact

Ready to import?

The import tool is available inside your account. If you are already signed in, this opens the app; otherwise you will be asked to sign in first.