Moving over

Your customers are yours

Your customers, records and prices belong to your company. You stay in control of the move.

1. You do the move yourself, from your own computer, by uploading your own file. Nothing is saved until you press Import.
2. PestLynx doesn't contact your customers for itself. Texts and emails to your customers go out in your company's name, and texts come from your company's own texting number.
3. We don't sell your customer list, and we don't share it with anyone for marketing.
4. You can download your customers, visits and invoices as CSV files at any time: Settings → Data → Export your data.
5. If your trial ends or you stop paying, the account becomes read-only and nothing is deleted. After you cancel, your data is kept for 90 days.
6. Every import gets a number (Import #1, #2…) and an "Undo this import" button.

Before you start

About 20 minutes, on a computer.

1. You need to be the Owner: only the Owner can import.
2. You need an Admin login on your current program (Housecall Pro lets only Admins export).
3. Your old program stays open and untouched: exporting a file changes nothing there.
4. An import sends nothing to your customers: no texts, no emails, no invoices.

Moving from Housecall Pro

Export your files from Housecall Pro, then import them in PestLynx.

1. Before you export, clear any filters on the list (the export only includes what the list is showing).
2. In Housecall Pro, open Customers in the left menu, click Actions → Export and send the file. It arrives by email from Housecall Pro as a CSV file (check your spam folder).
3. Do the same from Jobs in the left menu.
4. Optional: export your invoices too (Invoices in the left menu → Actions → Export), so open invoices come in as unpaid balances.
5. Don't open and re-save the files in Excel: it can change dates and phone numbers.
6. In PestLynx: Settings → Data → Import customers → New import → "HouseCall Pro". Choose the files, then press Show preview.
7. Read the preview. For each possible duplicate, choose Skip, Merge into existing or Create new. Then press Import.
8. What you get: your customers with their addresses; past completed jobs as locked history; each property's regular plan with its next visit; open invoices as unpaid balances; paid invoices kept as history.

Your files are read in your browser. PestLynx keeps the customers and visits you import, not the files.

Moving from another program or a spreadsheet

Any program that can export a spreadsheet (CSV) works — GorillaDesk, for example, or your own Excel or Google Sheets list.

1. Export your customer list as a CSV file. In Excel or Google Sheets: Save as (or Download) → CSV.
2. The top row holds the column names. Each customer needs at least a name, and the file needs a street address column: that's what creates each property.
3. In PestLynx: Settings → Data → Import customers → New import → "Another program or a spreadsheet".
4. Match the columns once. You can save the matching to use again next time.
5. Press Show preview, read it, then press Import.
6. Without a jobs file, only customers and their addresses come in. Then set up each customer's service plan.

After the import

Check a few things before you rely on it.

1. Compare the number of customers with your old program.
2. Open five customers you know well and check their details.
3. Check one unpaid and one paid invoice.
4. If anything is wrong: open that import (Settings → Data → Import customers) and press Undo this import. Fix your file and import again. Undo works for 7 days after an import, as long as nothing new was added to those customers (visits done, invoices sent, payments). Your old program is never touched.

Texting after an import

PestLynx only texts customers whose consent is recorded.

1. Imported customers don't count as having agreed to texts — unless the Owner ticks "My customers already agreed…" on the import screen.
2. Only tick it if it's true. It covers appointment reminders, On My Way texts, service reports and invoices — never marketing texts.
3. Customers who had texts turned off in Housecall Pro come in as Do Not Text either way.
4. A customer who replies STOP gets no more texts.

Taking your data with you

Your data goes with you whenever you want.

1. Settings → Data → Export your data: Customers, Visits and Invoices as CSV files (Owner only).
2. It works even when the account is read-only.