Overview
Jobber lets you export your client list directly from the Clients section. The export produces a CSV with contact info, addresses, and custom fields.
Steps to Export
- Log in to Jobber and go to Clients in the left sidebar.
- Click the More actions menu (three dots or gear icon) near the top of the list.
- Select Export Clients.
- Jobber will prompt you to confirm. Click Export.
- A .csv file will be emailed to your Jobber account email address, or downloaded directly depending on your Jobber version.
Common Fields Included
- First Name, Last Name
- Company Name
- Billing Address (Street, City, State, Zip, Country)
- Phone (mobile, home, work)
- Tags / Lead Source
- Balance owing (if applicable)
Gotchas
- Jobber exports all phone number types in separate columns. SVP will map the first non-empty phone column as the primary phone number.
- Custom fields you've created in Jobber will appear as extra columns — map or skip them during SVP import.
- Archived clients are typically excluded by default. If you want to import them, check Jobber's Archived filter before exporting.
Once you have your CSV, see Importing Clients from a CSV to bring them into SVP.