Switch guide

Switching from Jobber to Anvil OS

Jobber doesn't offer an instant migration, and neither do we -- but moving your client list is a five-minute export, upload, and confirm. Here is the exact path, sourced from Jobber's own help center.

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Three steps

1

Export your client list from Jobber

In Jobber, open Clients, then More Actions -> Export Clients. Choose CSV. Jobber emails you the file (or files -- exports split into multiple files past 1,500 rows).

2

Upload it to Anvil OS

Open Data Vault -> Import in Anvil OS and upload the CSV Jobber emailed you. Nothing is saved to your client list yet.

3

Confirm the column mapping

Anvil OS reads the file's actual column headers and proposes a mapping automatically (an AI pass fills in anything it doesn't recognize on sight). Review it, fix anything that looks wrong, and confirm -- nothing writes to your client list until you approve it.

What moves automatically

  • ✓Client names, company names, emails and phone numbers
  • ✓Billing addresses
  • ✓Tags and notes included in the Jobber export

What doesn't (yet)

  • ·Jobs, quotes and invoices -- Jobber does not publish an export for these, so they are outside this guide
  • ·Properties as their own records (they come in as part of each client's address for now)

Frequently asked questions

Is this an instant import?

No. It's export from Jobber, upload to Anvil OS, and a mapping you confirm before anything saves -- typically a few minutes for a few thousand clients.

What about my jobs, quotes and invoices?

Jobber doesn't publish an export for those today, so this guide only covers your client list. Switching from another tool? Your concierge setup is free. Ask about concierge setup and we'll help by hand.

Will Anvil OS guess my columns wrong?

Anvil proposes a mapping from your file's actual column headers and shows you exactly what it matched before saving anything -- you can fix any row before you confirm.

Ready to move your clients over?