Overview
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.
Check out the video for help exporting your ServiceFusion data.
Who uses this feature
Administrators
Applies to all business types
Applies to all trades
Things to know
Do not change the file format of your downloaded data before uploading.
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 your ServiceFusion data
In the top navigation bar, click Reports > Custom Reports.
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 >.
Click Excel for Report Type.
Click Generate Report.
Repeat the same process for Customers, Equipment and Service Locations.
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.
Run 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.
