Bring your clients and jobs into RafterCore from any tool that exports a CSV — AccuLynx, JobNimbus, ServiceTitan, Roofr, or a spreadsheet. Map your columns, preview, import. Nothing is sent until you click Import.
1 · What to import
2 · Upload CSV
3 · Map columns
4 · Preview & import
What are you importing?
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Clients / Contacts
Homeowners and customers — names, addresses, phone, email.
🏠
Jobs / Projects
Past and active jobs — address, status, value, dates.
Upload your CSV file
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Click to choose a file or drag & drop your .csv here
Most platforms: export your contacts/jobs as CSV, then drop it here.
Map your columns
We matched what we could. Set each RafterCore field to the right column from your file. ★ = required.
Preview & import
Imports are sent to RafterCore in batches of 500. You'll see progress above.