Move Your Data From Old Software In Minutes

The number one reason trades stay on software they have outgrown is not the price or the features. It is the fear of moving. Years of customers, job history and invoices are locked inside the old tool, and starting again from scratch feels impossible.

Gaffer is built to make switching painless. You can bring your business across in an afternoon using the same customer import tools whether you are coming from another platform or just a spreadsheet.

Import Your Whole Customer List

Export a CSV from your current software — or even a spreadsheet or your phone contacts — and Gaffer imports your customers in a few clicks. It automatically matches up names, phone numbers, emails and addresses, so you are not typing anyone in by hand. If a column does not match automatically, you can map it manually in seconds before confirming the import.

Bring Jobs, Quotes And Invoices Too

It is not just contacts. Gaffer can import your job history, quotes and invoices — including line items and totals — and link them back to the right customer. Your account starts full, not empty, so nothing feels lost in the move. Historic jobs keep their original dates and notes, so your records stay accurate for warranty queries, repeat work and anything you need to look back on.

Import Straight From The Tools You Know

Gaffer recognises exports from the major trade platforms — Jobber, ServiceTitan, Tradify, Commusoft, ServiceM8 and more — and maps their columns to the right place automatically. For some tools you can even connect directly with an API key and pull your data live, no CSV needed, so the switch is closer to a few clicks than an afternoon project.

Re-Run It Safely

Made a change in the old system while you were setting up? Run the import again. Gaffer updates the records it already brought across instead of creating duplicates, so you can move at your own pace and keep both systems in step until you are ready to switch fully. Plenty of businesses run both in parallel for a week or two before cutting over completely — there is no pressure to do it all in one go.

What This Looks Like In Practice

A typical switch runs like this: export your customers and job history from your old software one afternoon, import them into Gaffer the same day, and spend the next week or two running new jobs through Gaffer while the old system stays available as a reference. By the time you are confident, there is nothing left to move — it already happened quietly in the background.

FAQs

Will I lose any data moving across?

No properly formatted export data is lost. Customers, jobs, quotes and invoices carry across with their original details and dates, and you can check everything landed correctly before you rely on it fully.

What if my old software does not have an export option?

A spreadsheet works just as well. As long as you can get your customer and job details into a CSV — even a rough one — Gaffer can import it.

Do I need technical skills to do this myself?

No. The import wizard walks you through matching columns and confirming what gets imported, and it is designed for someone who has never done a data migration before.

Can I import more data later, after I have already started using Gaffer?

Yes. Imports can be run at any time, not just during setup, so you can bring across more history whenever it suits you.

Ready to make the move? Start a free 14-day trial and import your data in a few clicks.