Migrating from Jobber: the complete playbook

Before you export

List what matters: customers, price book, job history, and any open invoices. Knowing what you need makes the import verifiable.

Exporting from Jobber

Jobber exports client, service, and invoice lists as separate CSVs. Job history does not come out cleanly, which is the part a success manager should handle for you.

The import and verification

Import, then spot-check your top customers and your price book against the old system before you trust it. See data migration.

Run both briefly, then cut over

Keep the old account read-only for a short window while you confirm everything landed, then shut it down. See the switch guide.

Key takeaways

• Know what you need before you export.
• Verify the import against the old system.
• Cut over only after you have confirmed the data.