How to Export Customers
Download your full FieldPulse customer list as a CSV; the export runs in the background and arrives by email at your registered address.
How to Export Estimates and Invoices
Export a spreadsheet of your estimate or invoice records — number, status, customer, amounts, and dates — emailed to your FieldPulse account address.
How to Import Customers
Move an existing customer base into FieldPulse in bulk with the Mass Customer Import template, or add customers straight from your phone’s contacts.
How to Import Data into FieldPulse
Move customers, jobs, items, and invoices into FieldPulse with a free import template, a connected accounting sync, or a paid Data Migration.
How to Import Your Item List
Bulk-load your products and services into FieldPulse with the Mass Item Import template, then verify and upload them for use on estimates and invoices.
How to Import Jobs
Move your existing jobs into FieldPulse in bulk with the Mass Job Import template, verify the file for errors, then re-upload it to finish.
How to Import Serialized Inventory
Bulk-load serialized items into FieldPulse with the Mass Serialized Item Import template, then verify and upload them for use on estimates and invoices.
How to Use Mass Import for Custom Fields
Edit the custom fields on customers, jobs, invoices, and assets in bulk by downloading the FieldPulse template, updating it, and uploading it back.
How to Self-Import Data With Google Sheets
Use Google Sheets instead of Excel to fill in the FieldPulse import template for customers, line items, and custom fields, then upload the finished file.