Service Titan Knowledge Base

Export your ServiceFusion dataLast updated on 03/22/2022

If you’re migrating your business data from ServiceFusion, 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.

Things to know

  • Do not change the file format of your downloaded data before uploading.

Export your ServiceFusion data

  1. In the top navigation bar, click Reports > Custom Reports.

  2. On the Customer Report screen, select all available columns to include in the report by selecting all options in the Available Options box and moving them to the Selected Options box using the right arrow button >>>.

  3. Click Excel for Report Type.

  4. Click Generate Report.

  5. Repeat the same process for Customers, Equipment and Service Locations.

  6. Run the custom report for Sales by Customer with the date range going back as far as it will allow in order to export your past Jobs.

  7. XRun the custom report for Sales by Product/Service with the date range going back as far as it will allow to export your Invoice Items.

Want to learn more?

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.