Not importing from QuickBooks or have additional data you'd like in Service Fusion? Check out our pre-built templates and our data import wizard below.
DATA TEMPLATES
The Service Fusion data import team supports the following import options: -
- Customers - (Download / Learn More)
- Customer Service Locations - (Download / Learn More)
- Service Maintenance Agreements - (Download / Learn More)
- Customer Equipment - (Download / Learn More)
- Estimates and Jobs - (Download / Learn More)
- Rate Lines - (Download / Learn More)
- Products - (Download / Learn More)
- Services - (Download / Learn More)
- Flat Rate - (Download / Learn More)
- Vendors - (Download / Learn More)
- Inventory Stock - (Download / Learn More)
IMPORT WIZARD
Prefer to do your own import?
Customers on all plans can use our import wizard to upload customers, locations, products & services.
- Customers Import.xlsx9 KB
- Customer Service Locations.xlsx10 KB
- SMA Import.xlsx10 KB
- Customer Equipment Import.xlsx9 KB
- Rate Lines Import.xlsx8 KB
- Products Import.xlsx10 KB
- Flat Rate Import.xlsx9 KB
- Stock Levels Import.xlsx10 KB
- Jobs Import.xlsx9 KB
- Services Import.xlsx9 KB
- Vendors.xlsx10 KB