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Import data from another platform

Bring clients and history over with help from our team.

Switching from another platform? We'll help you bring your existing clients, properties, and history into Fieldsity so you start with your data already in place.


How importing works

Data imports are handled with help from our team, so nothing gets lost or mismatched in the move. To get started:

  1. Export your data from your current software — most platforms export clients and job history as a CSV or spreadsheet.

  2. Get in touch and let us know what you're moving from.

  3. We'll walk you through the file we need and bring your data in for you.

Tip: While your import is in progress, you can start adding clients by hand — see Add your first client. Nothing you add will conflict with the import.

Have just a few clients? It's often quickest to add them directly rather than wait on an import.

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