Switch from Homebase 360

Move from Homebase 360 to Fieldset in a day

Homebase 360 doesn't document an export, so the way out is to ask their support for a CSV. Copy the email below, then import the file into Fieldset, or forward it to us and we'll do it for you, free, the same day.

Step 1

Get your data out of Homebase 360

Ask Homebase 360 support for a CSV of your data. Here's a message you can copy and send.

To: support@homebase360.io

Subject: CSV export of my customer and job data

Hi Homebase 360 team,

Please send me CSV exports of my account data:

- Customers (name, phone, email, address, notes, tags)
- Job history, past and upcoming (customer, date, service, total, status)
- Estimates and invoices
- Services / price list

Account email: 
Company name: 

Thank you!

Menu names checked Nov 3, 2026. If Homebase 360 has moved something, ask their support for a CSV; it's your data.

Step 2

What Fieldset reads from the file

Nothing is thrown away: anything Fieldset has no field for goes in the customer's notes.

Customer name (or first + last name)→ Customer name
Phone, mobile or cell→ Phone (mobile first); other numbers go in notes
Email→ Email
Street address, city, state, zip (one column or several)→ Address
Tags→ Tags (split on commas or semicolons)
Lead source→ Lead source
Notes→ Notes
Created date→ Customer since

Step 3

Import it into Fieldset CRM

  1. 01

    Pick Homebase 360

    In Fieldset, go to Settings → Import & export → Customers, and choose Coming from: Homebase 360.

  2. 02

    Choose the file they sent

    Fieldset matches the columns it recognizes; you pick the rest.

  3. 03

    Check and import

    Customers already in Fieldset are matched by phone, email, or name and address, and only get missing details added. Then import jobs, quotes and invoices from the same screen.

Free same-day migration

Send us your file. We import it for you.

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.

Questions

Switching from Homebase 360

More on plans and billing on the pricing page.

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Try every feature free for 14 days, no credit card. Send us your Homebase 360 export and we'll have it in Fieldset the same day.

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