Switch to Fieldset
Clients → More Actions → Export Clients (CSV, emailed).
No export button: email info@flyra.io. We have the email written for you.
No documented export: email support@homebase360.io. Email included.
Customers → Export. Fieldset reads Mobile, Home and Work Number and Additional Emails.
Any CSV with a header row. From Excel or Google Sheets: File → Download → CSV.
Send us whatever export your old tool gives you. We'll map it and import it for you, free.
How it works
Download your customers (and jobs, quotes, invoices) from your old tool, or ask their support for a CSV.
Choose where you're coming from in Fieldset and pick the files. Columns are filled in for you; you check them before anything is saved.
Build next week's schedule, invite your crew and send your first invoice.
Free same-day migration
Email your export to support@fieldsetapp.com. We'll import your customers, jobs, quotes, invoices and price book the same business day, check it with you, and you're running your next week in Fieldset. No charge, on any plan or during your trial.
Most crews are moved over in an afternoon: customers first, then jobs, quotes and invoices. If you send us your files, we import them for you the same business day, free.
Name, phones, emails, address, tags, lead source and notes come over for every customer. Anything Fieldset has no field for, like a second phone number or a billing address, is kept in the customer's notes.
Nothing is duplicated. Customers already in Fieldset are matched by phone, email, or name and street address, and only missing details are filled in.
No. Imported customers and jobs don't trigger booking confirmations, review requests or thank-you messages.
Start this week
Try every feature free for 14 days, no credit card. Bring your export and we'll have it in Fieldset the same day.
14-day free trial. No credit card. Cancel anytime.