Joby

    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.

    Import — leads_export.csv
    leads_export.csv
    2,847 rows · 12 columns detected
    Ready to import
    full_name→Full Name✓
    phone_number→Phone✓
    email_address→Email✓
    job_type→Job Type✓
    address→Service Address✓

    Key features

    CSV import with automatic column detection and mapping
    Smart field mapping for ServiceTitan, Housecall Pro, Jobber exports
    Duplicate detection by phone, email, or address
    Field validation before import (phone format, email syntax, date format)
    Preview rows before committing the import
    Import leads, clients, appointments, estimates, or custom contacts
    Custom field support — import any field your old CRM had
    Free migration call with our team for complex datasets

    Capabilities

    CSV upload

    Drag and drop any CSV file — up to tens of thousands of rows per import.

    Auto column mapping

    Joby detects common column names (full_name, phone, email, address) and maps them automatically.

    Manual column mapping

    Override any auto-mapping or handle unusual column names with a drag-and-drop mapper.

    Duplicate detection

    Skip rows that match existing leads by phone, email, or address. Or merge new data into existing records.

    Field validation

    Validates phone numbers, email addresses, dates, and job types before import — catches bad data upfront.

    Preview before import

    See the first 20 rows as Joby will interpret them before committing to the full import.

    Custom field support

    Map source columns to Joby custom fields — preserve insurance claim numbers, PO numbers, or any other data from your old CRM.

    Partial imports

    If some rows fail validation, Joby imports the good ones and gives you a report of the bad ones to fix.

    Migration assistance

    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?

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