Switching

Switch without starting over.

Bring your customers, upcoming visits and plan members over from Jobber, Housecall Pro, ServiceTitan or Workiz. You see every row before it's saved, and nobody is messaged when you import.

Start 30 days free Book a 15-minute demo

ALTITUDE customer import: pick Jobber, Housecall Pro, ServiceTitan, Workiz, QuickBooks or a spreadsheet, with the steps to get your file out — Real ALTITUDE screen. Demo data.

What comes with you.

And what doesn't, so there are no surprises on day one.

Comes over

Customers
Names, phones, emails, service addresses, tags and lead source. Import the same file twice and people are matched, not added again.
Upcoming visits
Every scheduled visit, repeating ones included, with its time, length and team member. Each one finds its customer by email, phone or name.
Service plan members
Who is on which plan and since when. Billing in ALTITUDE starts only on the day you pick.
Your price list
Products and services from a spreadsheet, with a preview before anything is saved.
Past invoices
Import them from a CSV on the Invoices page, so balances and history are in one place.
QuickBooks Online
Connect it once. Customers, items and invoices sync both ways from then on.

Stays behind

Saved cards
Card numbers can't move between payment companies. Each customer adds a card once, the next time they pay.
Old texts and emails
Message history stays in your old app. New conversations land in ALTITUDE from day one.
Visits already done
Past visits stay behind. Past invoices can come over.
Your main phone number
It stays with your phone company. Forward unanswered calls to your ALTITUDE number, and those callers get a text back.

The move, in four steps.

Each import shows what will come in, who it matched and what it left out, before you press Import.

1. Customers
Export your customer list from your old app and import it under Admin, Import & export. Pick the app you're leaving and ALTITUDE shows where its export button is.
2. Upcoming visits
Export your schedule from today forward and import it. Visits for people ALTITUDE can't find can come in as new customers.
3. Plan members
Import your maintenance plan members, pick which of your plans each one joins, and choose the day billing starts here.
4. Go live
Connect email and texting so new conversations land in ALTITUDE, and turn off reminders in your old app the same day so customers don't get two.

ALTITUDE visit import check: 588 visits to add, 12 new customers, and which visits were left out and why

Rather we did it?

Send us the files from your old app and we'll do the imports with you on a call, free on every plan. You check everything before it goes live.

Book a switching call

Switching from a specific app?

Questions owners ask before switching.

Still wondering? Ask the people who built it.

Book a 15-minute demo or call (636) 241-0973

How long does switching take?

The imports take minutes once you have the files. Most of the time goes into exporting from your old app, and ALTITUDE shows you where each app keeps its export.

Will my customers get texts or emails when I import them?

No. Importing customers, visits and plan members sends nothing. The only exception is plan billing, if you choose to start it: each member gets their plan invoice on the day you pick.

What if I import the same file twice?

Nothing doubles. Customers already here are matched by phone and email, visits already on the calendar are left out, and members already on a plan are left alone.

Which apps can I switch from?

Jobber, Housecall Pro, ServiceTitan, Workiz and QuickBooks have their own steps in the import. Any other app works too, as long as it exports a CSV or Excel file.

Can I run both apps for a while?

Yes. Many shops keep the old app for a week or two while the team gets used to ALTITUDE. Turn off reminders in one of them so customers don't get two.

Do saved cards and autopay move over?

No. Payment companies don't hand card numbers to other apps. Customers add a card once, the next time they pay an invoice.

Your next customer is about to call.

Be the shop that answers. Free for 30 days, and we do the setup.

Start 30 days free Book a 15-minute demo

Switching

Switch without starting over.

Bring your customers, upcoming visits and plan members over from Jobber, Housecall Pro, ServiceTitan or Workiz. You see every row before it's saved, and nobody is messaged when you import.

Start 30 days free Book a 15-minute demo

What comes with you.

And what doesn't, so there are no surprises on day one.

Comes over

Customers
Names, phones, emails, service addresses, tags and lead source. Import the same file twice and people are matched, not added again.
Upcoming visits
Every scheduled visit, repeating ones included, with its time, length and team member. Each one finds its customer by email, phone or name.
Service plan members
Who is on which plan and since when. Billing in ALTITUDE starts only on the day you pick.
Your price list
Products and services from a spreadsheet, with a preview before anything is saved.
Past invoices
Import them from a CSV on the Invoices page, so balances and history are in one place.
QuickBooks Online
Connect it once. Customers, items and invoices sync both ways from then on.

Stays behind

Saved cards
Card numbers can't move between payment companies. Each customer adds a card once, the next time they pay.
Old texts and emails
Message history stays in your old app. New conversations land in ALTITUDE from day one.
Visits already done
Past visits stay behind. Past invoices can come over.
Your main phone number
It stays with your phone company. Forward unanswered calls to your ALTITUDE number, and those callers get a text back.

The move, in four steps.

Each import shows what will come in, who it matched and what it left out, before you press Import.

1. Customers
Export your customer list from your old app and import it under Admin, Import & export. Pick the app you're leaving and ALTITUDE shows where its export button is.
2. Upcoming visits
Export your schedule from today forward and import it. Visits for people ALTITUDE can't find can come in as new customers.
3. Plan members
Import your maintenance plan members, pick which of your plans each one joins, and choose the day billing starts here.
4. Go live
Connect email and texting so new conversations land in ALTITUDE, and turn off reminders in your old app the same day so customers don't get two.

Rather we did it?

Send us the files from your old app and we'll do the imports with you on a call, free on every plan. You check everything before it goes live.

Book a switching call

Switching from a specific app?

Questions owners ask before switching.

Still wondering? Ask the people who built it.

Book a 15-minute demo or call (636) 241-0973

How long does switching take?

The imports take minutes once you have the files. Most of the time goes into exporting from your old app, and ALTITUDE shows you where each app keeps its export.

Will my customers get texts or emails when I import them?

No. Importing customers, visits and plan members sends nothing. The only exception is plan billing, if you choose to start it: each member gets their plan invoice on the day you pick.

What if I import the same file twice?

Nothing doubles. Customers already here are matched by phone and email, visits already on the calendar are left out, and members already on a plan are left alone.

Which apps can I switch from?

Jobber, Housecall Pro, ServiceTitan, Workiz and QuickBooks have their own steps in the import. Any other app works too, as long as it exports a CSV or Excel file.

Can I run both apps for a while?

Yes. Many shops keep the old app for a week or two while the team gets used to ALTITUDE. Turn off reminders in one of them so customers don't get two.

Do saved cards and autopay move over?

No. Payment companies don't hand card numbers to other apps. Customers add a card once, the next time they pay an invoice.

Your next customer is about to call.

Be the shop that answers. Free for 30 days, and we do the setup.

Start 30 days free Book a 15-minute demo