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Welcome to Rebolt!
To ensure a seamless transition and keep your business running smoothly, you'll need to export your current data from Jobber. This guide outlines the specific steps and files required to move your information into the Rebolt CRM.
What Transfers & What Doesn't
Before you start, here's a clear picture of what the Jobber migration brings into Rebolt:
Data | Transfers? | Notes |
Clients (name, contact, address) | ✅ Yes | Review for duplicates after import |
Jobs | ✅ Yes | Imported as job records |
Quotes (with line items) | ✅ Yes | Line items must be included in the export |
Invoices | ✅ Yes | Invoice records transfer; see payment history note below |
Price Book | ✅ Yes | Exported separately from Products & Services |
Payment history | ❌ No | Historical payment records do not transfer. Previously paid invoices will appear as unpaid in Rebolt — mark them as paid manually after import. |
Client card/payment info | ❌ No | Clients must re-enter payment details in Rebolt Pay |
Before You Begin
To ensure complete compatibility with Rebolt, all files must be exported in CSV format.
1. Export Your Clients
Migrating your client database is the first step in setting up your Rebolt account.
Log into Jobber.
Navigate to Reports.
Open the Client Information Report.
Select Export and choose CSV format.
Required Fields:
Client Name, Email, and Phone.
Company Name (if applicable).
Billing Address and Service Address.
Note: After the export, please indicate which address Rebolt should use. Jobber Help Article: Export Client Information
2. Export Recurring Jobs
Exporting your job records allows us to maintain your service history.
Navigate to Reports.
Open the Recurring Jobs Report.
Filter for all jobs (active and completed if needed).
Select Export as CSV.
Critical Requirement: The Job Number is essential for associating quotes and invoices to the correct job.
Jobber Help Article: Recurring Jobs Report
3. Export Quotes (With Line Items)
To properly attach quotes to jobs in Rebolt, each job should have its associated quote exported separately.
Go to Reports.
Select the Quotes Report.
Select Export as CSV.
Important Requirement: Every quote must include the Job Number (if linked) and all Line Items including Description, Quantity, and Price.
Jobber Help Article: Quotes Report
4. Export Invoices
Follow these steps to migrate your invoice history:
Navigate to Reports.
Open the Invoices Report.
Select Export as CSV.
Required Fields: Ensure the Invoice Number, Job Number, Total Amount, and Line Items are included in your export.
Jobber Help Article: Invoices Report
5. Export Price Book
Finally, export your Products & Services list to set up your Rebolt Price Book.
Click the Gear Icon.
Go to Settings.
Click Products & Services in the sidebar.
At the bottom of the page, click Export to CSV.
Jobber Help Article: Products & Services List
Final Steps: Submitting Your Data
Once you have gathered your five CSV files (Clients, Jobs, Quotes, Invoices, and Price Book), please follow these steps to complete your migration:
Contact Support: Reach out to the Rebolt Support team via Chat or email at [email protected].
Attach Your Files: Attach the exported CSV files to your message.
Request Import: Ask our team to begin the import process.
Our team handles the data upload manually to ensure everything maps correctly to your new Rebolt account. We will review your files for line items and email addresses to ensure an accurate migration.
After Your Import
Once your import is complete, here are a few things to take care of:
Mark historical invoices as paid. Payment history does not transfer from Jobber. Any invoices that were already paid in Jobber will appear as unpaid in Rebolt. Use the Mark as paid option (three-dot menu on any invoice) to update their status. You don't need to do this all at once — focus on recent invoices first.
Triage your Catch Up queue. After a large import, your Catch Up feature may show a high volume of historical items. This is expected. Work through the queue in batches, or use date filters to focus on the most recent and relevant items first.
Verify client records. Spot-check a handful of imported clients to confirm names, addresses, and contact info mapped correctly.
Apply for Rebolt Pay. Payment card information does not transfer — clients will need to re-enter their payment details. Start your Rebolt Pay application early so you're ready to collect payments as soon as possible.
Need Assistance?
If you have questions about the export process, you can refer to Jobber's support team or the help articles linked above.
If you would like a Rebolt expert to review your files before the final migration, feel free to send them over via secure upload or email.