Where the Housecall Pro export lives, what imports into Nexa by file, and what you re-enter once.
$79/month → $279 once.
Housecall Pro at $79/month costs $2,844 over 3 years at today's price. Nexa is $279 once — $2,565 less over that period. Your Housecall Pro client list and your bank history import into Nexa by file. Services and the invoices still open you re-enter once; past invoices and job history stay in your Housecall Pro export. Keep Housecall Pro running until Nexa checks out — and Nexa has a 30-day money-back guarantee.
Client addresses don't import into the client record yet — they come across in the Notes column. The full list, with templates, is on Bring your data.
Get your files out before you change anything. In Housecall Pro the export lives at Settings → Company Settings → Export Data (CSV). Menu names change between versions — if the path doesn't match, search Housecall Pro's help for "export". Excel (.xlsx) files import as they are; an old .xls file, save as .xlsx or CSV first.
Watch for: Photos export links, not files. Payment history separate from job history.
Settings → Company Settings → Export Data → Customers. Select 'All customers' and download CSV.
⚠ Archived customers may be in separate export — grab both if you want full history
Same Export Data section → Jobs. Set date range to 'All time' or at least past 2 years for meaningful history.
⚠ Job photos are URL links — download critical photos manually before canceling HCP
Export Data → Invoices. Include all statuses for complete financial record.
⚠ Line item details may be in separate export
Go to Price List and screenshot each category. This is your reference for building Nexa Services.
⚠ HCP price lists can be complex — use migration as chance to simplify
Open 10-20 recent jobs with important documentation photos. Download each photo manually before your subscription ends.
⚠ Photo URLs will stop working after you cancel — this is urgent
Exports from Housecall Pro, but check it: Job notes (plain text only); Photos (as URLs — may expire, download important ones); Price list items (basic export).
Each import reads your file, matches the columns by their names, and skips anything you already have — so a second try never makes doubles.
CRM → Tools menu → Import CSV, or Settings → System → Import from another tool, then choose the client file (CSV or Excel) you exported from Housecall Pro. Columns are matched by header name, in English or Spanish, so Company, Customer Name, E-mail, Mobile, Empresa or Correo work as they are. Separate First Name and Last Name columns are joined into one contact name, and Street, City, State and ZIP columns into the client’s address. Status words from other tools (Active, Archived, Proposal) are matched to Nexa’s stages. Nexa needs a Business or a Contact column; it also reads Email, Phone, Address, City, State, ZIP, Status, Type, Tags, Source, Notes. Rows that match an existing client by business name, email or phone are skipped, so re-importing is safe.
Banking → Import CSV / OFX. Download a CSV, OFX or QFX from your bank. Downloads from Chase, Bank of America, Wells Fargo, Capital One, Discover, American Express, Citi, BBVA México, Banorte and Santander México are recognized as they come. This brings the money side of your history across, whatever Housecall Pro kept. Banking can also connect to your bank directly.
If your appointments also live in Google Calendar, Outlook or Apple Calendar, export that calendar as .ics and use Schedule → Import iCal. Upcoming jobs that only exist in Housecall Pro you add by hand (next step).
Recurring work: Jobs import one at a time. Open the ones that repeat and set how often. Online booking: Imported services start off your booking page. Turn Bookable on for the ones clients can book themselves.
Keep Housecall Pro active as a backup until everything here is checked off.
Housecall Pro at $79/month costs $948 a year at today's price. Over 3 years: $2,844. Nexa is $279 once. The break-even point is 4 months; after that, what Housecall Pro would have charged stays with you.
If HCP provided your tracking number, it stays with them. If you ported your own number to HCP, you can port it out — contact HCP support to initiate.
Reviews on HCP's platform stay there. Focus on Google and Facebook reviews — those follow your business, not your software.
Yes, the open ones. Export your unpaid invoices as a CSV and import them under Settings → System → Import from another tool. Each comes in with its number, client, due date and what is still owed; paid and void invoices are left out. Keep the export of past invoices as your record.
No. An Address or Street column, plus City, State and ZIP when your export splits them, comes in as the client’s address.
Nothing doubles. Clients that match by business name, email or phone are skipped; so are expenses with the same vendor, amount and date, invoices with the same number, and jobs and tasks with the same title and date. Services with the same name get the new price.
The exports are the slow part — a few minutes each. Each import takes seconds.
Yes, and you should. Cancel only once your clients and numbers check out in Nexa.
30-day money-back guarantee. Export from Housecall Pro first, then decide.
· Import list read from the Nexa app · Housecall Pro price: cheapest plan that does the core job