Switch in 2 minutes
Switch from Housecall Pro to Paylark
Export your customers from Housecall Pro, import the file, and send your next invoice from here.
Three steps
- Export. Sign in to Housecall Pro as an admin. Its help says only admins can export the Customers list. Open Customers, click Actions, then Export. Confirm your email address and click Send file. Housecall Pro emails you the CSV file.
- Check. In Paylark, open Customers and tap Import. Choose the CSV file. Paylark shows how many customers are new, how many you already have and any rows it can’t use, before anything is added.
- Import. Tap Import. Then tap + New invoice on any customer and send your first invoice.
Housecall Pro’s help doesn’t list the columns in the export. Paylark picks the name, email and phone columns it recognizes; if it can’t, you choose them in one step. Addresses, notes, tags, jobs and estimates are left behind.
Questions
What if a customer is already in my list?
Paylark skips any row whose email or phone number matches a customer you already have, and any row repeated in the file. It never changes or overwrites an existing customer.
Are my past invoices moved over?
No. Paylark imports your customers so you can send new invoices right away. Keep your old app’s invoice export for your records and your accountant.
How many customers can I import?
Up to 5,000 customers per file, and files up to 2 MB. Split a bigger list into a few files.
What does each customer need?
A name, plus an email address or a phone number, so you can send them invoices. Rows without them are listed so you can fix them in a spreadsheet and import again.
Can I add customers from my phone’s contacts?
Yes, on Android phones using Chrome: tap Import on the Customers page, then Pick from phone contacts. Other phones and browsers don’t allow websites to read contacts, so use a CSV file there.
Is the founding-member price locked?
If you join while founding-member pricing is open, you keep your sign-up price for 24 months. See [pricing](/pricing).
Switching from another app?
- Switch from Invoice2go
- Switch from Joist
- Switch from Wave
- Switch from Jobber
- Switch from Square Invoices
- Any other app or spreadsheet
Trademarks belong to their owners. Paylark is not affiliated with them.