Overview
If you're migrating your business data from mHelpDesk, you can get started with ServiceTitan faster by exporting and then importing your data to ServiceTitan during onboarding. Instead of manually reentering information about your business, ServiceTitan can automate this process for you, saving you time and money.
To import your mHelpDesk data into ServiceTitan, first export three reports from mHelpDesk:
Customers report: Data about your customers. Includes details like customer names and contact information. Exported filename: CustomerList.csv.
Contacts report: Data about your contacts. Includes details like usernames, phone numbers, and customer name. Exported filename: ContactsList.csv.
Invoices report: Data about your invoices. Includes details like the customer billed, the total amount of the invoice, the invoice date, and the job associated to the invoice. Exported filename: InvoiceList.csv.
Check out the video for help exporting your mHelpDesk data.
Who uses this feature
Administrators
Applies to all business types
Applies to all trades
Things to know
If you receive an error when trying to run these reports, try to run them in one year batches. If you still receive an error after running a one year batch, reach out to the software provider for assistance.
Export customers report
To export your customers report from mHelpDesk:
In the side menu, click People.
The People menu expands.Click Customers.
The Customers screen opens.Click the Options dropdown, then click Download Customer CSV.
The CustomerList.csv downloads to your computer.
Export contacts report
To export your contacts report from mHelpDesk:
In the side menu, click People.
The People menu expands.Click Contacts.
The Contacts screen opens.Click the Options dropdown, then click Download CSV.
The ContactsList.csv downloads to your computer.
Export invoices report
To export your invoices report from mHelpDesk:
In the side menu, click Invoices.
The Invoices screen opens.Click the Total box.
All invoices display in the list.Click the Options dropdown, then click Download List.
The InvoiceList.csv downloads to your computer.
mHelpDesk report columns
When importing mHelpDesk data into ServiceTitan, the columns in each CSV file must be in the order listed below. If you receive an error when importing your data, verify that the spreadsheet columns appear in the correct order.
Customers report
ID
Name
Country ID
Address 1
Address 2
City
State
Zip
Email
Primary Phone
Fax
Creation Date
Customer Type
Tax
Tax Rate
Notes
Contacts report
Customer
Last name
First name
Email
Primary Phone
Secondary Phone
Address 1
Address 2
City
State
Zip
Country
POC
Creation Date
Notes
Invoices report
Invoice Number
Ticket ID
Customer Name
Issued Date
Due Date
Amount PreTax
Amount
Balance