Switch in 2 minutes
Switch from Jobber to Paylark
Export your clients from Jobber, import the file, and send your next invoice from here.
Three steps
- Export. Sign in to Jobber as an admin. Jobber’s help says only admin users can export clients, and that client export is available on select plans. Open Clients, tap More Actions, then Export Clients. Choose CSV and tap Export. Jobber emails you the file; a CSV holds up to 1,500 rows, so a bigger list arrives as several files.
- 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.
Jobber’s help doesn’t list the columns in the file. Paylark picks the name, email and phone columns it recognizes; if it can’t, you choose them in one step. Addresses, tags, custom fields, jobs and quotes are left behind. Import each file in turn if you got several.
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 Housecall Pro
- Switch from Square Invoices
- Any other app or spreadsheet
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