How to export Jobber customers, visits and services as CSV and import them into TidyWise. Plans from $49/mo, 30 days of Pro free, no card, no per-user fees.
TidyWise is cleaning business software with plans from $49/mo and no per-user fees. You can try Pro free for 30 days with no card, and use its CSV import wizard to bring over the clients, visits and services you export from Jobber.
This guide covers what to export from Jobber, how the columns map, how to import, and what won't carry over.
Jobber emails most exports to the address you sign in with. Only admin users can export the full client list, and Jobber notes client export is available on select plans.
Tip: keep your Jobber account active until you've checked the import, so you can re-export anything you missed.
The TidyWise import wizard reads your CSV headers and suggests a match for each column. You can review and change every match before importing. Columns it doesn't recognize can be mapped by hand or left out.
| Jobber column (or similar header) | TidyWise field |
|---|---|
| Name / First name / Last name | Full name, first name, last name |
| Email / Email address | |
| Phone / Mobile / Phone number | Phone |
| Address / Street address | Address |
| City | City |
| State / Province | State |
| Zip / Zip code / Postal code | Zip code |
| Notes | Notes |
| Tags | Tags |
| Company / Company name | Company name |
| Status | Customer status |
| Jobber visits report column | TidyWise field |
|---|---|
| Client name | Customer name (used to match the customer) |
| Client email | Customer email (used to match the customer) |
| Client phone | Customer phone (used to match the customer) |
| Date | Scheduled date |
| Assigned to | Assigned staff |
| Service street / city / state / ZIP | Address, city, state, zip code (map by hand) |
| Scheduled duration | Duration (map by hand; check units) |
| Jobber column | TidyWise field |
|---|---|
| Name | Service name |
| Description | Description |
| Unit Price | Price |
| Category | Category |
| Active | Active |
| Duration mins | Duration (map by hand) |
TidyWise can also import staff, recurring plans, and property notes (gate code, alarm code, pets, parking, access instructions) from a CSV. If you keep that information in Jobber custom fields, you can map those columns in the wizard.
Import customers first, then services, then bookings and recurring plans, so bookings can be matched to customers that already exist.
If you only need your client list, you can also go to Customers, open the ⋯ menu, and choose Import.
Some things don't move over, and it's better to know before you switch:
In Jobber, go to Clients > More Actions > Export Clients and choose CSV. Jobber emails you the file. Only admin users can export the full list, and client export is available on select Jobber plans.
Yes. Use the Import Wizard under Settings > Import Data, choose Jobber as the source, and upload CSV files for customers, bookings, services, staff, recurring plans, or property notes. Import is included with Pro, including during the 30-day free trial.
No. TidyWise doesn't import invoices or quotes. Export them from Jobber's Invoices and Quotes reports and keep them for your records.
Plans start at $49/mo with no per-user fees. Pro, which includes data import, is $97/mo. You can try Pro free for 30 days, no card required.
The wizard flags likely duplicates before you import. Rows that match an existing customer's email are skipped, not added twice.