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Move your clients and properties over in one afternoon.

Whether you are leaving Jobber, ArboStar, Arborgold, SingleOps or a folder of spreadsheets, Treelocity’s built-in importer maps your columns, parses addresses, previews duplicates and commits cleanly.

Start a 14-day trialSee pricing

The importer is included in every plan and unlocked on day one of your 14-day trial.

Treelocity importer showing column mapping, address parsing and deduplication preview.
Map columns, preview rows and commit without duplicates.Example data

Same-day migration

How tree companies switch to Treelocity in under 45 minutes

No paid onboarding package, no waiting two weeks for an implementation specialist, and nothing committed until you inspect the preview table.

  1. 01Minutes 0–10

    Export your clients & service properties (or connect Jobber API)

    Download your existing customer and location CSV/XLSX files from your old system, or authorize Jobber directly in Settings.

  2. 02Minutes 10–20

    Auto-map columns & parse combined street addresses

    Drop both files into the importer. Treelocity splits single-line addresses into street, city, state and ZIP and links multiple properties per client.

  3. 03Minutes 20–30

    Commit geocoded properties & link QuickBooks Online

    Commit the deduplicated preview to create map pins for every service address, then connect QuickBooks Online to match existing customer records.

  4. 04Minutes 30–45

    Invite your crews & send your first interactive estimate

    Send text or email invites so climbers install the offline phone app, and text your first per-tree options proposal from the driveway.

Pick your current system

Step-by-step migration guides

Each guide walks through exporting your records and previewing them in Treelocity.

  • API or CSV

    From Jobber

    Connect your Jobber account by API or upload your Client and Property CSV exports.

  • CSV / Excel

    From SingleOps

    Import split contact and property CSVs and keep multi-property commercial accounts linked.

  • CSV / Excel

    From ArboStar

    Upload your customer and location exports with automatic address parsing and preview.

  • CSV / Excel

    From Arborgold

    Bring customer contact lists and service addresses into geocoded property records.

  • CSV / XLSX

    From spreadsheets

    Turn Excel or Google Sheets customer lists into mapped properties with zero formatting fuss.

  • Product

    How the importer works

    See how split client and property files, duplicate detection and full import previews work.

Explore further

After your clients are imported

QuickBooks Online syncLink QuickBooks so invoices and payments stay reconciled.Read more Estimates and optionsSend your first estimate to an imported client.Read more Tree inventory and mappingStart dropping tree pins on your imported properties.Read more PricingChoose Solo, Crew or Established.Read more

Common questions

Switching questions

Practical answers for tree-care owners evaluating or configuring Treelocity.

What if I upload the same CSV file twice by mistake?

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 import a file that only has property addresses for clients already in Treelocity?

Yes. Property-only files join onto existing clients by client name, email or external ID.

Does Treelocity charge for data migration or onboarding?

No. The self-serve importer is included free in every plan, including during your 14-day trial.

How do we avoid double-entering customers when we connect QuickBooks Online?

When you connect QuickBooks Online, Treelocity matches existing customer records automatically so new invoices link to your existing QuickBooks customers.

Get started

Upload your export file and preview it in two minutes.

Start a 14-day trial—nothing commits until you review the preview table.

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