Migration

Switch from Service Fusion to WorkTime β€”
bring all your data

Bring your Service Fusion customers and job history to WorkTime.

First month free Β· Keep Service Fusion running while you test

Or have us migrate youΒ·All migrations

Moving is the easy part

Three things that make the switch a day's work, not a month's.

AI matches your columns

We read your Service Fusion export and figure out which column is the name, phone, email, address and more β€” no manual mapping.

Skips duplicates

Clients you already have (same phone or email) are detected and skipped, so nothing doubles up.

Or we do it for you β€” free

Send us whatever you exported, even messy or multiple files, and our team imports it, usually within one business day.

Step by step

How to move from Service Fusion

  1. 01In Service Fusion, export your customers and jobs (or email their support for a data export).
  2. 02Save the files as CSV or Excel.
  3. 03Upload them here.
  4. 04Prefer help? Use our concierge β€” we'll do the whole migration for you.

Official guide: Service Fusion data guide β†—

What comes over

And where it lands: every customer on a card of their own, with their history and their jobs.

Clients

Names, phones (two per client), emails, addresses, notes and lead source.

Jobs

Past and active jobs become projects with status, contract value and dates.

Invoices

Paid and unpaid invoice history, attached to the right client.

Northwest Remodel LLC
Clients
AK
Anna K.πŸ”₯ Hot Client
(425) 555-0134 Β· Bellevue, WA Β· Thumbtack
Communication12Estimates2Invoices1Projects1Events3

Anna

Hi! Could you come look at our master bath this week?

9:12 AM

You

Sure β€” Tuesday at 10 AM works. I’ll text before I leave.

9:15 AM

Perfect, see you Tuesday πŸ‘

9:16 AM

Estimate #1042 sent by email Β· openedπŸ‘ Γ—3
Write viaSMSEmailThumbtackMessage…
The client card in WorkTime CRM β€” sample data

Ready to leave Service Fusion?

Start free, import your data, and keep your old tool running until you are sure.