Overview
Housecall Pro allows account owners and admins to export customer data from the web dashboard. The export includes full contact and address details.
Steps to Export
- Log in to Housecall Pro at app.housecallpro.com.
- Click Customers in the left sidebar.
- Apply any filters if needed (e.g., to export only active customers).
- Click the Export button (top-right area of the customer list). It may appear as a download icon.
- Housecall Pro will generate a .csv file and either download it immediately or email it to you.
Common Fields Included
- First Name, Last Name
- Company
- Address (Street, City, State, Zip)
- Primary Phone
- Customer Tags
- Lead Source
- Created Date
Gotchas
- The export button is only available to Admin and Owner roles in HCP. Technician accounts cannot export.
- Large accounts (5,000+ customers) may cause HCP to email the file rather than download it immediately — check your inbox if nothing downloads right away.
- HCP sometimes combines address into a single field. Use a spreadsheet to split it if SVP's auto-mapper doesn't detect address components separately.
Once you have your CSV, see Importing Clients from a CSV to bring them into SVP.