Migration guide
Move your data from Jobber
Jobber does not accept requests from a browser on a key you can create, so its data comes across by its own export file. You drop the file, see how the columns map, and each record lands once.
What moves
What comes across
Clients
Lands in Calisto as Contacts · 5 fields
Imported clients data
Properties
Lands in Calisto as Places and stays · 5 fields
Imported properties data
Jobs
Lands in Calisto as Jobs · 9 fields
Jobs, imported as Trades jobs at the stage their status names
Visits
Lands in Calisto as Bookings · 5 fields
Imported visits data
Invoices
Lands in Calisto as Invoices · 11 fields
Imported invoices data
Team Members
Lands in Calisto as Contacts · 5 fields
Imported team members data
Export file
Exporting from Jobber
- As an admin, open Clients from the side menu.
- Click More Actions at the top right → Export Clients → CSV.
- Jobber emails the list (in files of up to 1,500 rows); drop every file below.
Before your first import you accept the Data Import Terms: you bring your own data with credentials you hold, and Calisto acts as your processor. Calisto never contacts the vendor for you and never sees your key. Read the terms