1. Connect Jobber by API or export Clients and Properties CSVs
In Treelocity Settings → Integrations, authorize Jobber to pull records directly, or export your Clients CSV and Properties CSV from Jobber Reports.
Connect Jobber directly in Settings or upload your Jobber Clients and Properties CSV files. Every client and service property lands in Treelocity geocoded and ready for tree pins.
Included free in every plan from the first minute of your 14-day trial.

Jobber cutover timeline
Your live Jobber account stays untouched while you preview and verify every imported client and property in Treelocity.
Connect Jobber in Settings → Integrations, or download your Clients and Properties CSV files from Jobber Reports.
Treelocity links multiple service addresses to each parent client and flags any duplicate phone numbers or emails before saving.
Commit the import so every service address gets a map pin, then connect QuickBooks Online to match existing customer IDs.
No need to backfill every historical tree up front—drop numbered tree pins as you quote and run upcoming visits.
Migration steps
In Treelocity Settings → Integrations, authorize Jobber to pull records directly, or export your Clients CSV and Properties CSV from Jobber Reports.
When using CSVs, drop the Clients file and the Properties file together. Treelocity joins multiple service properties to each client automatically.
Check the parsed addresses, phone numbers and duplicate matches in the preview table, then commit the import with one click.
Link QuickBooks Online so new invoices match your existing customers, and send invite links to your climbers and groundsmen.
Explore further
Common questions
Practical answers for tree-care owners evaluating or configuring Treelocity.
All three properties are created under that single client record in Treelocity, each with its own map pin and tree inventory.
Yes. Both the direct Jobber connection and CSV importer are unlocked on day one of your trial.
No. Importing reads your client and property records into Treelocity without modifying or deleting anything in Jobber.
You do not need to map every past tree up front—just drop tree pins during your next walk-through or visit on each property.
Get started
Start a 14-day trial and preview your Jobber records before committing.