--- title: "Migrate your scheduler from Schedule Engine" slug: "migrate-your-scheduler-from-schedule-engine" updated: 2026-10-15T01:24:21Z published: 2026-10-15T01:24:21Z canonical: "help.servicetitan.com/migrate-your-scheduler-from-schedule-engine" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Migrate your scheduler from Schedule Engine ## Overview With Import in Scheduling Pro, you can bring over your existing setup from Schedule Engine to get started faster. These options help save time and ensure consistency when managing multiple schedulers. ## --- ### #### Who uses this feature - Administrators, office employees, managers, dispatchers, and customer service representatives (CSRs) #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - When importing from Schedule Engine, supported settings such as questions, campaigns, and tags are transferred, but unsupported formats and flows over four questions are skipped. - After importing a scheduler, always review and update tenant-specific settings such as job types, campaigns, business units, and tags to ensure everything aligns with your current setup. ## Use cases - When migrating from Schedule Engine, use the import option in Scheduling Pro to carry over your existing setup and avoid rebuilding from scratch. ## Import Scheduler from Schedule Engine Import your scheduler using setup information from a Schedule Engine account. This option is only available if you already have an existing Scheduling Pro schedule. To import from Schedule Engine: 1. Within *WorkConnect,* click **Create Scheduler > Create from Import. ![Menu options for creating a scheduler, including import functionality highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/migrate-your-scheduler-from-schedule-engine-image-8w5zrf84.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D)**On the *Import Scheduler* screen, you need to go through 2 steps to import the scheduler. #### **Step 1: Select the Source** 2. On *Source Selection* screen*,* select **Import from Schedule Engine** and click **Next. ![Instructions to import settings from Schedule Engine for quick setup.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/migrate-your-scheduler-from-schedule-engine-image-ayrtwndh.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D)** #### **Step 2: Map Custom Questions to the Job Types** 3. Click the **Job Type** dropdown and select the job type you want to map to the *Issue Path. ![User selects job type 'Estimate' in appliance repair interface with dropdown options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/migrate-your-scheduler-from-schedule-engine-image-9nayoejg.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D)* 4. (Optional) Click **Copy** to copy job type to other issue paths. ![A hand cursor clicks on a checkbox in a user interface element.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/migrate-your-scheduler-from-schedule-engine-image-rwyo8zxc.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D) 1. On the *Copy job type to these paths* pop-up window, select the paths and click **Apply. ![User interface for copying job types to specific installation paths with an apply button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/migrate-your-scheduler-from-schedule-engine-image-gg9a51w9.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D)** 5. (Optional) To delete a trade, click. ![A hand cursor points to a trash can icon in a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/migrate-your-scheduler-from-schedule-engine-image-hmt42lps.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D) 6. When finished, click **Next** to import your scheduler setup. After the import is completed, you can see a confirmation pop-up. You imported the following settings: 1. *Brand Name* 2. *Whitelisted Websites* 3. *Booking Preferences - Jobs vs. Bookings* 4. *MP Ads Integration Settings* 5. *Default Campaign* 6. *Default Business Unit* 7. *Default Tag(s)* 8. *Custom Questions/Answers and job type mapping ![Settings imported from Schedule Engine, including brand name and booking preferences.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/migrate-your-scheduler-from-schedule-engine-image-7grkbu8y.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A13Z&se=2026-10-31T02%3A36%3A13Z&sr=c&sp=r&sig=RrrgwbFGbJOPOOxG96OPnBJzE%2FLcZJDvLF418y%2BhSMs%3D)* This gives you a head start by importing some settings. Review the imported and remaining Scheduling Pro settings before launching your scheduler. ## Want to learn more? - See [Scheduling Pro](/construction/docs/scheduling-pro-home) ServiceTitan's advanced scheduling add-on that adds smart capacity management, technician skill matching, and zone-based booking rules. **What it does:** Ensures the right technician is booked for the right job at the right time, maximizing daily revenue and reducing travel waste. **Also called:** Advanced scheduling, Smart scheduling **Tags:** Scheduling Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)