Bring your data from another app

Zaras reads your old app's exports, a spreadsheet, or PDFs and photos. No contacts, jobs or other business data are added until you choose Import. Zaras keeps your file list and choices, not the files themselves: keep the original files to continue later.

How importing works

1. Add your files.
2. We read and sort the data.
3. You check a preview.
4. Choose Import. The results stay under Import history.

Bring your data in

1. Open Settings → Data import and press Import data, or press Choose how to start on the Home row Bring in your existing data.
2. Under Where are you importing from?, pick your app, Spreadsheet, PDFs or photos or Other app.
3. Follow the export steps beside the files, then press Choose files and add every file. Or open Copy and paste from a spreadsheet.
4. Press Read files.
5. On Review your data, check Data to add and Check these details, and fix anything under Fix these before importing. Preview on a row shows its Records and, for a spreadsheet, its Column matches.
6. Press the Import button, such as Import 3 contacts.

Start over clears the files and choices.

A new workspace first asks How would you like to get started?: Import existing data, or Add data as I go. The choice is shared with your workspace.

What each app's export steps cover

• Jobber: clients, quotes, invoices, jobs and visits (recurring work included), and the price book.
• Housecall Pro: customers, jobs with their invoices, estimates, the price book and payments.
• ServiceTitan: customers, the pricebook, jobs and invoices.
• QuickBooks Online: customers, products and services, invoices, payments and open balances. Line items need the Sales by Customer Detail report.
• QuickBooks Desktop: customers and items, plus invoices, payments and open balances from reports.
• Square: customers and invoices. Google Contacts, Apple Contacts and Outlook: contacts only.

A Google Sheet is added as a downloaded copy, not a link: In Google Sheets, use File, then Download, then Microsoft Excel (.xlsx), and add that file.

While it imports

Keep this page open until the import finishes. A dropped connection pauses it until you reconnect. If you close the page, continue it: Home shows Continue your import, or Import paused once some data is in, and Settings → Data import shows the same import with Continue import. Nothing is added twice.

When it's done

The result reads Your data is in Zaras and counts each kind of data added on its own, such as Contacts added 3. Contacts that were already in Zaras are not counted as added. If you stopped the import, it reads Import stopped and counts only what was added before stopping. Import details lists the files, the counts and when it was imported.

Each import stays under Import history, with View details. Its data can be removed for up to 7 days after the import finishes, unless the data has been edited or newer work uses it.

The Zaras app imports only contacts and price book items, from a CSV file. For everything else, use Zaras on the web, in any browser.

Who can do this

Each record type needs its own permission, such as Manage jobs for jobs. To assign imported work to someone, invite them to Zaras first. Others ask an owner or admin under Settings → Team & roles → Roles.