Servicio ships a CSV importer designed to accept exports from the four most common tools our customers are coming from. You can also use a generic format if you are moving off a spreadsheet or an obscure tool.
The four import formats we support
- Jobber: Export "Clients" and "Properties" from Jobber as CSV. Upload both files; we merge them.
- Skimmer: Export "Customers" from Skimmer Settings → Data export. Our importer handles their pool-specific fields automatically.
- GorillaDesk: Export "Customers" including custom fields. We flatten custom fields into tags.
- QuickBooks Online: Export "Customers" including shipping addresses. We create one client per customer and one property per unique shipping address.
- Generic: A template CSV with columns we define. See below.
Generic CSV format
Download the template from the Customers step of the onboarding wizard (or from /onboarding/customers/template). Required columns:
first_name,last_nameemail(optional but highly recommended)phone(optional but highly recommended)street,city,state,zip(service address)service_key(matches a service you have configured)frequency(weekly,biweekly,monthly,one_time)price_cents(in integer cents — $95.00 becomes 9500)notes(optional free-text field that becomes an access note)preferred_locale(enores)
What the importer does
- Reads the CSV and shows you a preview of the first 20 rows so you can confirm the columns mapped correctly.
- For each row, creates (or finds existing) Client + Property + ClientService records.
- If
frequencyis recurring, auto-generates the next 4 weeks of scheduled visits. - If the service_key does not match an existing service, creates a placeholder service with the imported price.
- Returns a summary: how many clients created, how many skipped (duplicates), how many errored.
Run a "dry" import first with just 5-10 rows to confirm your column mapping. The main CSV can then be imported with confidence. The importer is idempotent: re-importing the same CSV does not create duplicates (we match on email + address).
Common gotchas when importing
Frequency wording. "Bi-weekly" and "Biweekly" are both parsed as every-14-days. "Twice a month" is ambiguous — we default to biweekly but you should review. "Semi-monthly" (two specific dates per month) is not yet supported; these will import as one-time.
Money format.
price_cents is in integer cents. $95 → 9500. $125.50 → 12550. Putting $95 literally will import as 95 cents of service — we catch this in the preview, but check before confirming.Phone format. US numbers can be imported as
5125551234, (512) 555-1234, or +15125551234 — we normalize them all. Non-US numbers must include the country code.After the import: what to double-check
- Go to Clients and scan the full list. Do counts match your expectation?
- Spot-check 5-10 random clients for address correctness and service assignment.
- Check the Schedule for the next 2 weeks — does the visit density look reasonable?
- Verify that any seasonal clients are tagged correctly (for seasonal auto-pause).
- Set up Stripe Connect and invite clients to add a card on file if they are going to use auto-pay.
Our customer success team will migrate your book for free if you are coming from any tool with an export we support, and you have 100+ clients. Email help@servicio.app with "migration" in the subject.