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Starting fresh or migrating from another system

What to bring from Jobber, Housecall Pro, ServiceTitan, or QuickBooks, in what order, and what to leave behind.

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Owner/AdminGetting Started3 minutesUpdated Sep 23, 2026Current instructions
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Import in this order

  • 1. Customers — Customers → Import with the export from your old system (source presets auto-match columns).
  • 2. Services and prices — Settings → Products & Services (or let QuickBooks items sync after connecting).
  • 3. Employees — Schedule → Employees → Import; they receive invites.
  • 4. QuickBooks — connect and map before sending your first invoice so nothing double-posts.
  • 5. Open work — recreate only open quotes, upcoming jobs, and active agreements; leave history in the old system or keep read-only access.

Not importable

Past invoices and payments, photos, and job history stay in your old system; Zentive reports start from your first Zentive invoice. Open balances can be created as a single invoice per customer if you want to collect them through Zentive.

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Customers & Leads

Import customers from a spreadsheet, QuickBooks, Jobber, or Housecall Pro

Upload a CSV or Excel export, check the column matches, review duplicates and errors, and import in one pass. Failed rows can be downloaded, fixed, and re-uploaded.

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Add and manage employees

Add office or field employees, update their information, and make sure they have the correct Zentive access.

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Connect QuickBooks Online

Settings → QuickBooks → Connect QuickBooks links your company file, pulls customers, items, accounts, and workers for mapping, and syncs invoices, payments, and approved time.

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Set up Zentive and save your first quote

For new trial and paid accounts: save your business details, services, one customer, and a draft quote. Already signed up? Start with the four essentials.

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Export your business data

Download customer, employee, and job CSVs, or ask support for a broader account archive with a contents list.

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Set up your business details and branding

Enter your company address in Company Profile, then set the name, logo, colors, and public contact details customers see in Documents & Branding.

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