How to Export Your Customer List From Housecall Pro

Your customer list is the part of the business the software does not own. Whether you are moving to something else, keeping a backup, or handing numbers to a bookkeeper, getting that list out of Housecall Pro takes about two minutes — and it is worth doing while the account is still active rather than the week after you cancel it.

The export, step by step

Log in with an admin account that is allowed to export data. Open Customers in the top navigation and make sure the list in front of you is the full one you want, not a filtered view. Click Actions on the right, choose Export, confirm your email address, and click Send file. Housecall Pro does not hand you the file in the browser — it emails a download link, usually within a few minutes. The download is a CSV named something like YourCompany_customer_export.csv.

If what arrives is an Excel file rather than a CSV, open it in Excel or Google Sheets and save as CSV (comma separated values) before you try to load it anywhere. Taskrol's importer reads CSV, and a spreadsheet saved as CSV keeps everything you need here.

What is actually in the file

One row per customer, with first and last name, display name, mobile, home and work numbers, email plus any additional emails, your notes, your tags, lifetime value, and the date the customer was created. Service addresses come as numbered groups — Address_1 through Address_6 — each with street, city, state, postal code, its own notes, and a flag for the billing address. Six addresses is the ceiling; a property manager with eleven buildings will come across truncated, which is worth knowing before you assume the file is complete.

What does not come with it

Jobs, invoices, estimates, and payments are not in the customer export. Neither are the photos and attachments on those jobs, your price book, or the automated messages you set up. A CSV is a table of text: anything that was a PDF, an image, or a workflow stays where it is. That is the honest reason to keep the old account readable for a while after you leave — not to keep paying forever, but to be able to pull up last year's invoice if somebody asks.

Check the file before you trust it

Open it and count the rows against the customer count Housecall Pro shows you. Search for three customers you know — one with multiple addresses, one with only a mobile number, one you renamed at some point — and confirm they read correctly. Look at the phone columns: shops that typed numbers into the notes field for years find those numbers are in notes, not in a phone column. Move them into the phone column in the spreadsheet before you load the file anywhere.

Loading it into Taskrol

Taskrol imports the Housecall Pro customer export directly, because this is the file everybody arrives with. In the Taskrol web app, open Settings → Database import → Housecall Pro, follow the export steps on that screen, and upload the file. The customers are created from what the file holds: names, phones, emails, notes, tags, lifetime value and up to six addresses. No column mapping, no ticket. The Solo plan is free, so you can load your own list and look at it before deciding anything.

Workiz and Markate import the same way, under Settings → Database import; from Workiz, export your jobs rather than your customers, because that file carries both. From any other system, or for anything else you can export from Housecall Pro, migration is available through support: send your export to support@taskrol.com and our support team moves it for you. We move what your old system exports. Either way, do not cancel the old subscription on the same day you import. Run a week in parallel, finish the jobs that are already open where they started, and turn the old account off once a quiet week has gone by.