Export your Successware® dataLast updated on 03/22/2022
If you’re migrating your business data from Successware®, you can get started with ServiceTitan faster by 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 reducing the chance of manual errors.
Export your Successware® backup file and A/R Aging Report
If you run SuccessWare® on a local server, our ServiceTitan Data team can pull your data. If not, contact Successware® Customer Support and ask them to export the following files:
A backup of your Successware® data—Includes data about your customers, employees, and business (file format: BAK, ZIP, MDB, and RTF).
An Accounts Receivable (A/R) Aging Report—Includes data about unpaid balances and the duration for which they’ve been outstanding (file format is is XSLX).
Clean up your data before importing to ServiceTitan
Before importing your data to ServiceTitan, clean up your data in SuccessWare®:
Close all old jobs
Jobs must be closed one at a time.. Successware® contains no option to mass close jobs. You can run a report to see what jobs are open or by selecting a date range in the Job Manager.
Additionally, you can run the Invoice List report from the AR Invoice Reports group in the Report Gallery and select a date range for only unposted invoices. Use this report as a reference to close out open jobs.
Find and merge duplicate customers using the Find and Merge utility by going to Main Menu > Utilities > Maintenance Tools). The utility displays possible duplicate locations and billing accounts for inspection and possible merge. Duplicate accounts can occur when an existing customer account was not located during call taking or customer search. Duplicate accounts can also occur during data conversion.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.