Bulk Import & Data Migration
Bulk lead import and CRM data migration.
Move your existing leads, customers, and jobs into Joby in minutes. Upload a CSV from ServiceTitan, Housecall Pro, Jobber, spreadsheets, or any CRM — Joby maps the columns, validates the data, and imports in bulk with duplicate detection.
Key features
Capabilities
Drag and drop any CSV file — up to tens of thousands of rows per import.
Joby detects common column names (full_name, phone, email, address) and maps them automatically.
Override any auto-mapping or handle unusual column names with a drag-and-drop mapper.
Skip rows that match existing leads by phone, email, or address. Or merge new data into existing records.
Validates phone numbers, email addresses, dates, and job types before import — catches bad data upfront.
See the first 20 rows as Joby will interpret them before committing to the full import.
Map source columns to Joby custom fields — preserve insurance claim numbers, PO numbers, or any other data from your old CRM.
If some rows fail validation, Joby imports the good ones and gives you a report of the bad ones to fix.
For complex migrations, our team runs a free migration call to map fields, validate data, and pilot the import.
How teams use it
Owners switching CRMs
Move your entire history from ServiceTitan, Housecall Pro, or Jobber into Joby in under a day. We'll help for free.
Operations Managers
Upload a list of 2,000 old leads from a storm event or recall campaign in a single file. Joby handles the heavy lifting.
Dispatchers
Bulk import customers before a big push (franchise rollout, commercial contract, acquisition) without entering them one at a time.
Frequently asked questions
Ready to get started?
Start your 14-day free trial. Credit card required.
