Import Historical Jobs, Clients & Invoices (2026)
Import historical jobs, clients, and invoices without losing history. The full export, clean, dedupe, and verify guide, plus free white-glove data migration when you switch.
Switching field-service software means moving years of clients, jobs, invoices, estimates, and inventory without losing history. This guide covers the real mechanics: exporting to CSV or Excel, the fields that matter, cleaning and de-duplicating messy records, mapping categories, and verifying the import.
KaamCam does the entire import free when you switch. You send the exports and we map, clean, dedupe, load, and verify, then onboard your whole team, at a flat $12 per seat per month..