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Bring your clients and properties over in one afternoon.

Connect Jobber by API or upload CSV and Excel exports from ArboStar, Arborgold, SingleOps or spreadsheets. Map columns, preview every row and commit without duplicates.

Start a 14-day trialSee pricing

Self-serve data import is included in every plan from day one of your trial.

Importer screen showing CSV column mapping, address parsing, deduplication preview and commit.
The importer with column mapping, split client/property matching and preview.Example data

How it works

From old software export to live properties in four steps

  1. 1

    Upload CSV or Excel files—or connect Jobber

    Drop a single combined spreadsheet, separate client and property files, or a property-only file that joins to existing clients.

    Geocoded property record created from import.
    Imported properties geocoded onto the map.Example data
  2. 2

    Map columns and parse addresses automatically

    Treelocity detects name, phone, email and street address columns, splits combined address lines and geocodes property pins.

    Customer record matching and deduplication across imported and QuickBooks records.
    Automatic customer matching with zero duplicate records.Example data
  3. 3

    Preview rows and catch duplicates before committing

    See exactly how many clients and properties will be created or merged before a single row is saved to your workspace.

    New estimate created for an imported client.
    Ready to build estimates for imported clients.Example data
  4. 4

    Re-run imports safely without creating duplicates

    Uploading the same file twice updates or skips matching records cleanly instead of creating duplicate customers or properties.

    Property tree inventory ready for field work.
    Start adding trees to imported properties immediately.Example data

What you get

No paid onboarding package required

Switch on your own schedule without waiting weeks for a migration specialist.

  • CSV, Excel and split-file support

    Import clients and properties together or join a second properties file onto existing clients.

    Solo

  • Jobber API and competitor presets

    Built-in field handling for exports from Jobber, ArboStar, Arborgold and SingleOps.

    Solo

  • Full preview and duplicate check before saving

    Inspect validation warnings and duplicate matches before committing the import.

    Solo

Related workflows

Migration guides by source

Switch from JobberConnect by API or upload your Jobber client and property CSVs.Read more Switch from SingleOpsBring contacts and properties over and cut your monthly software bill.Read more Switch from ArboStarMove client and property records into a clean, self-serve workspace.Read more Switch from spreadsheetsTurn Excel and Google Sheets customer lists into mapped properties.Read more

Common questions

Import and switching questions

How this workflow runs day to day in the office and on the truck.

Do you charge a setup or data migration fee?

No. The importer is built right into the app and included in every plan, including during your 14-day trial.

What if my export has clients in one CSV and properties in another?

Upload both files together or import clients first and upload the properties file second—Treelocity links properties to the matching client automatically.

What happens if I upload the same spreadsheet twice?

Treelocity matches existing clients and properties by contact info and street address so re-uploading a file updates or skips records instead of creating duplicates.

Can I preview what will happen before anything is saved?

Yes. Every import shows a full preview table with parsed addresses, matched clients and any warnings before you click commit.

Get started

Test the importer with your real export file.

Start a 14-day trial, preview your CSV and see your properties on the map in minutes.

Start a 14-day trialSee all product pages