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See the three ways to bring data into FieldPulse and how to export your records, and find the guide for each data type. Who uses this: Admins: self-imports run in the FieldPulse Web App, and the FieldPulse team handles Company Settings imports and Data Migrations. Availability: All regions. Self-import and accounting integrations are included with your subscription; Data Migration is a paid service.

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Overview

Every record type comes into FieldPulse through one of three paths, and you can mix them. For example, you can sync customers from your accounting integration while importing jobs from a template.
  • Self-import (free): Download the template for the record type you are moving, add your data, and upload the file in the FieldPulse Web App.
  • Accounting integration: Connect your accounting integration, and supported records sync over automatically.
  • Data Migration (paid): A FieldPulse Data Engineer scopes your data and migrates it for you, typically during onboarding and training.
You can also export your customer list and your estimate and invoice records.

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How it works

  • Choose a path: Pick self-import, an accounting integration, or Data Migration for each record type.
  • Import: Use the template for customers, jobs, items, serialized inventory, pricebooks, or custom fields.
  • Export: Download customers or estimates and invoices as a spreadsheet.

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Availability

All regions. Self-import and accounting integrations are included with your subscription. Data Migration is a paid service. Import how-to Export how-to Related features