Migrating your price book to Housecall Pro

Why migrations stall at the price book

Price-book exports can carry differences that matter at import time: different column names, an industry value that does not match Housecall Pro’s list, long item names, prices with currency symbols, or duplicate codes. Housecall Pro validates imported data, so unsupported or malformed values may require correction before the file is accepted.

What Housecall Pro expects

• For services: an Industry, Category, and Name on every row (Price is optional — a blank price becomes $0).
• Industry that matches one of Housecall Pro’s industries exactly.
• Item names of 190 characters or fewer.
• Clean numeric prices (no stray symbols, no negatives), and unique SKUs if you use them.

A clean migration, step by step

1. Export your price book / service catalog from your current system as CSV or Excel.
2. Map its columns to Housecall Pro’s fields (industry, category, name, description, price, cost, taxable, unit; extra columns like SKU are kept for your own catalog).
3. Fix what blocks an import: align industries to HCP’s list, shorten names over 190 characters, fill missing category/name, strip hidden characters. Tidy data-quality issues too (malformed prices, duplicate rows/SKUs).
4. Check the file before you upload — catch these on your computer instead of correcting rows one-by-one in Housecall Pro.
5. Import into Housecall Pro and test with a few rows first.

Common migration mistakes

• Uploading the old system’s export as-is and waiting for the importer to surface issues that could have been reviewed beforehand.
• Keeping the previous tool’s industry/category names instead of matching HCP’s.
• Carrying over invisible characters and inconsistent formatting from years of edits.
• Skipping a small test import, then discovering errors after loading everything.

Do the cleanup before you import

The price book checker reads your export in the browser and flags what blocks a Housecall Pro import — unmatched industries, names over 190 characters, missing required fields, and hidden characters — plus data-quality issues like malformed prices and duplicate SKUs. For supported deterministic repairs, you can review the proposed changes and download a corrected CSV. The price-book file is processed in your browser for scanning and preview, and ImportFix never invents missing business values. Starting from scratch instead? Use the price book template, and see the full list of import errors for each specific fix.

FAQ

Can I import my price book from another system into Housecall Pro?

Yes — export it as CSV or Excel and import it into Housecall Pro, matching the file to HCP's expected fields. Reviewing and cleaning it first can surface formatting and data-quality issues before the import step.

What should I check in a price-book migration?

What blocks the import: industries that don't match Housecall Pro's list, item names over 190 characters, missing category/name, and invisible characters carried over from the old system. Data-quality issues like prices with stray symbols and duplicate SKUs are worth cleaning too. Fix these before uploading.

Coming from a specific system? See the Jobber to Housecall Pro and ServiceTitan to Housecall Pro price-book pages for the reshaping each one needs, or start from the full export, edit, and reimport workflow.