Import Job History From Another System

Result: your jobs, and the money on them, from the system you use today, are on your HeadHoncho board. Time: about ten minutes for a year of jobs.

What You Need First

An export of your jobs from your old system. If it keeps money in a separate report, export that too.
Both exports taken on the same day and covering the same dates. Two exports from different days is the most common way an import goes quietly wrong.
A computer. Import runs in the web version.
Your techs and subs already added on the Team page, if you want the jobs assigned to them.

Do not worry about breaking anything. Nothing is written until the last button, and you can take the whole import back.

Import Job History in Six Steps

Open Jobs. In the Actions menu, press Import jobs.
Under Where is this coming from? press your system: Uleadz, Workiz, Jobber, Housecall Pro, ServiceTitan, monday.com, Asana, or A spreadsheet. The window lists the steps in that system's own words. Follow them to export the files.
Upload the file or files. If a file looks like a different system's, the window says so and offers to switch.
Match the columns. Check the right-hand side, Import as. Change what looks wrong. Set a column to Don't import if you do not want it. For dates, pick Month first or Day first. Then Match the statuses and Match the job types.
On the review, read the counts. Open Who did the work and match each person, or Leave unassigned. Open To decide and pick a side for anything the two files disagree on.
Press the button that says what it will write, like Import 271 jobs and 243 finance rows.

Check the Dates Before You Press

If the jobs file ends on one date and the money file on a later one, the review tells you how many money rows will build their own job. If that number surprises you, go back to step one and export both files again on the same day. It costs you five minutes and saves you a week of confusion.

How You Know It Worked

The window ends with Done and the counts you saw.
Open Jobs. The old jobs are there, closed, with their money.
Nothing was texted and nobody was dispatched. Imported history is quiet on purpose.
Run the same import again. It says Nothing new to import.

If It Fails

What You See	What To Do
Could not read that file.	Open it in a spreadsheet and save it again as CSV. Then upload it.
That is the jobs file (the Tickets export). It goes in the jobs step.	You dropped the file into the wrong step. Drop it in the other one.
Jobs with Needs address	Fix the address in the Jobs list. They imported as drafts.
Rows under refused	Each row names its reference and what was wrong, such as a total that is not a number. Fix it in the file and import again. The good rows are not repeated.
The connection dropped	Look at Jobs before importing again. Importing the same file twice never adds a job twice.
You want it gone	Press Undo this import in the window. It says This import was taken back.

Every screen and column rule is on Importing Your Existing Jobs. Next, build a board from the new history: Build Your First Dashboard.

Import ReferenceColumns, match screens, review. Build Your First DashboardSee the history on a board.