Importing from Jobber, Housecall Pro, ServiceTitan or Workiz

How a contractor brings customers, products & services, quotes, jobs and unpaid invoices across from Jobber, Housecall Pro, ServiceTitan or Workiz — what comes across, what does not, how to check it, and how to keep the two in step afterwards.

If you run your business on Jobber, Housecall Pro, ServiceTitan or Workiz, Seayora can read it across for you. Open Import from other software — in Integrations on the website, or in Tools in the Seayora app — connect the platform, check what will come across, then import. Nothing is written until you press Import, and importing again later adds only what is new.

Connecting each platform

Jobber — press Sign in to Jobber. You sign in at Jobber itself and approve access; Seayora never sees your Jobber password. If Seayora’s Jobber sign-in is not available, connect through your own Jobber app instead (below).
Housecall Pro — Housecall Pro gives API keys to accounts on the MAX plan. An admin creates one in Housecall Pro’s App Store, under APIs and Webhooks, and pastes it into Seayora.
ServiceTitan — in ServiceTitan, go to Settings → Integrations → API Application Access, connect your app, and copy its Client ID, secret and your tenant ID into Seayora, with your app key.
Workiz — turn on the Developer API add-on in Workiz, then copy the API token from Settings → Developer (the v1 tab).

A key is tried before it is saved, so one that does not work is never stored. Saved keys and sign-ins are encrypted, are never shown again, and are deleted when you press Disconnect.

Connecting Jobber with your own Jobber app

Jobber does not give out API keys. What it offers instead is a free developer account in which anyone can make their own app and connect it to their own Jobber account. Use this if Seayora’s Jobber sign-in is not switched on, or if Jobber has not approved Seayora’s app. Open Jobber on the Import from other software screen and choose Connect with your own Jobber app:

Sign up for a free account at developer.getjobber.com. It is separate from your Jobber login.
Choose Manage Apps, then New App, and give it any name.
Paste the callback URL Seayora shows into the app’s Callback URL.
Under Scopes, turn on Read and Write for Clients, Quotes, Jobs and Invoices, Read for Users, and Read for anything else you want copied, such as Requests, Expenses and Timesheets. Save the app.
Copy the app’s Client ID and Client secret into Seayora, save, then press Sign in to Jobber.

The secret is stored encrypted and never shown again; Remove deletes it. A connection made through your own app keeps using that app — if you remove the app, connect again. Jobber lets an app it has not reviewed connect up to 5 Jobber accounts, and says custom apps are meant for its approved customers and developers, so whether yours may be used is Jobber’s decision.

What comes across

Customers, with their emails, phone numbers, first and last name, billing address and every property, which become the customer’s service addresses. A customer you already have in Seayora with the same email is matched, not duplicated — only the details it was missing are filled in.
Products & services, with their prices and costs (not from Workiz, whose API does not offer a price list).
Quotes and estimates, with their line items and status. An approved quote comes across accepted; an imported quote is never emailed to the customer and never followed up automatically.
Jobs that are still open. Turn on Include finished jobs to bring your job history too. Canceled jobs are left out. Imported jobs are not assigned or announced to your team — assign them on the job board.
Unpaid invoices, as opening balances in your books: each one at the amount still due, recorded against Accounts Receivable and Opening Balance Equity, exactly as a QuickBooks import does.

What does not come across

Into Seayora’s records: payments you already received, timesheets, expenses, attachments and requests. Paid invoices and expenses would count twice in books that already hold them, so they are not posted. From Jobber you can still keep all of it — see A complete copy of your Jobber account.
Your team. Seayora counts them so you know how many to invite, and never emails anybody on its own.
Individual visits. Each job comes across once; a recurring job should be set up as a service agreement so future visits are created.
From ServiceTitan, job start times (they live on appointments) — schedule those jobs on the job board.

A complete copy of your Jobber account

Once Jobber is connected, Save a complete copy reads every part of your Jobber account the connection may read — clients, requests, quotes, jobs, visits, invoices, payments, expenses, timesheets, products & services, users, notes and every custom field — and saves it into Files, in a new folder, as a spreadsheet and a JSON file for each part, with a README that lists what is in it. It changes nothing in Seayora or in Jobber, counts toward your storage, and can take several minutes on a large account.

A part the connection was not given permission to read is named in the README rather than left out silently: give the app Read for it in Jobber, connect again, and save another copy. Housecall Pro, ServiceTitan and Workiz offer nothing more through their APIs than the import already brings across.

Check first

Check what comes across reads the platform and shows, for each kind of record, how many were found, how many are new and how many are already in Seayora — and, field by field, whether the platform sent it on every record, on some, sent it blank, or did not send it at all. "Not sent at all" usually means the connection was not given permission to read it; fix that in the platform and check again. A large account can take a few minutes.

If your books already came from QuickBooks

Jobber and Housecall Pro often send their invoices to QuickBooks. If you already brought your books across from QuickBooks, your unpaid invoices are probably there already, so Seayora leaves them out of this import to avoid counting them twice. Turn on Include unpaid invoices anyway only if they are not in QuickBooks.

Once a platform is connected, you can also keep Seayora and it in step, so your team can work in both while you move over — see Keeping Seayora in step with Jobber, QuickBooks and other software.

Frequently asked questions

Does Seayora write anything back to Jobber or the others?

Not unless you turn it on. Importing only reads. Under Keep in step you can choose Out of Seayora or Both ways, and then new records you make in Seayora are created in that platform — nothing already there is edited or deleted.

Can I import more than once?

Yes. Every record remembers the record it came from, so importing again adds only what is new and never changes anything you have edited in Seayora since.

Why does Jobber say it is not available yet?

Seayora’s own Jobber sign-in has to be switched on by the Seayora team. Until it is, connect with your own Jobber app, made for free in Jobber’s Developer Center — the steps are on the screen. The other three platforms work with your own key.

Can I get everything out of Jobber, not only what Seayora imports?

Yes. Save a complete copy puts every part of your Jobber account the connection may read into Files, as spreadsheets and JSON files.

Can I undo an import?

Imported customers, quotes, jobs and invoices are ordinary records you can edit or remove. An imported unpaid invoice is part of your opening balances, so remove it the way you would any opening balance — with your accountant if your books are already reconciled.

Related guides

Related features and guides

Keeping Seayora in step with Jobber, QuickBooks and other software — Documentation. How a contractor uses Seayora beside Jobber, Housecall Pro, ServiceTitan, Workiz or QuickBooks Online — choosing which way new records move, what goes across to each, and what to do when one does not.
Migrating Your QuickBooks Data — Documentation. A step-by-step checklist for importing QuickBooks Online or QuickBooks Desktop data into Seayora and confirming it landed correctly.
General Data Migration to Seayora — Documentation. How to move existing data from spreadsheets or other software into Seayora — properties, tenants, customers, and historical records.
Service Pro Analytics — Feature. Deep analytics across jobs, technicians, and customers so you can see throughput, margin, and where your business is leaking profit.
Pricing Tiers, Tax Quotes & Receipt Capture — Feature. Configurable pricing tiers, tax quoting, late fees, promo redemption, PDF invoices, and OCR receipt scanning that turns a photo into a booked expense.
Quality & Performance Tracking — Feature. Quality and performance tracking across completed jobs, so consistently good work is visible to the landlords deciding who to dispatch next.