Bring your data with you
Most of what you need moves by file in an afternoon. This page is the whole list — what imports into Nexa and SIMPL, what you switch on once, and what stays behind — so you know before you buy.
Download your clients, services, jobs, open invoices, tasks, expenses and bank history from the tool you use now. Where to find it for each tool is below.
In Nexa, Settings → System → Import from another tool lists every import on one screen; in SIMPL, use its import. Pick the file. Columns are matched by name. Nexa then shows which column each field comes from, and you can pick a different one before importing; in SIMPL, if yours don’t match, paste them into our template first.
Run both for a week. Once your clients and numbers look right in Nexa, download a final backup from the old tool and cancel it.
What moves into Nexa by file
| Where | File | Lands in | |
|---|---|---|---|
| Clients and leads | CRM → Tools menu → Import CSV, or Settings → System → Import from another tool | CSV or Excel (.xlsx) | CRM — the same client record Invoices, Jobs and Schedule use |
| Services and price list | Settings → System → Import from another tool | CSV or Excel (.xlsx) | Services — the list your jobs, quotes and invoices pick from; product rows go to Products |
| Jobs | Settings → System → Import from another tool | CSV or Excel (.xlsx) | Jobs — with the client, schedule, status and price |
| Open invoices | Settings → System → Import from another tool | CSV or Excel (.xlsx) | Invoices — with the client, due date and what is still owed, ready to collect |
| Open tasks | Settings → System → Import from another tool | CSV or Excel (.xlsx) | Tasks — with due date, time, priority and the client they’re for |
| Time entries | Settings → System → Import from another tool | CSV or Excel (.xlsx) | Time — on the job and client, for payroll and reports; hours not billed yet are ready to invoice |
| Expenses | Expenses → Import CSV button, or Settings → System → Import from another tool | CSV or Excel (.xlsx) | Expenses — feeds your categories, budget and profit numbers |
| Bank and card transactions | Banking → Import CSV / OFX | CSV, OFX, QFX, QBO | Banking — the account register you reconcile and turn into expenses |
| Personal contacts | Contacts → Import | CSV or vCard (.vcf) — the exports from Google Contacts, Outlook and iCloud | Contacts |
| Calendar events | Schedule → Import iCal | .ics — the export from Google Calendar, Outlook, Apple Calendar, Calendly and most booking tools | Schedule |
Clients and leads
Columns Business Contact Email Phone Address City State ZIP Status Type Tags Source Notes
Needs a Business or a Contact column
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.
Rows that match an existing client by business name, email or phone are skipped, so re-importing is safe.
Download the template ↓ Also in the app: CRM → Tools menu → Sample CSV template
Services and price list
Columns Name Description Category Unit Price Unit Cost Duration
Needs a Name or Service column
Reads the Products & Services export from Jobber, QuickBooks and similar tools as it comes. Rows whose type or category says Product or Inventory go to Products; the rest become services. A rate whose unit or name says hour is set as hourly.
A service with the same name is updated with the new price instead of added twice.
Imported services are not on your booking page until you turn Bookable on for each one.
Jobs
Columns Job # Client Title Start End Status Total Notes
Needs a Title, Job or Client column
Reads the job exports from Jobber and Housecall Pro as they come. Date and time can be in one column or two. Status words are matched to Pending, Active or Complete; cancelled jobs are left out. A client that isn’t in Nexa yet is added.
A job with the same title, client and date is skipped.
Jobs come in one by one. For work that repeats, open the job and set how often.
Open invoices
Columns Invoice # Client Issued date Due date Total Balance Status
Needs a Total, Amount or Balance column
Only what is still owed comes in: paid and void invoices are left out, and a partly paid invoice keeps the part already paid. The old invoice number is kept. Reminders whose day already passed are not sent again, so importing doesn’t email a batch of clients at once.
An invoice whose number is already in Nexa is skipped.
Open tasks
Columns Task Due Date Priority Completed Related To Notes
Needs a Task or Title column
Finished tasks are left out. A task is linked to a client only when that client is already in Nexa.
A task with the same title and due date is skipped.
Time entries
Columns Date Client Job Task Notes Hours Employee Hourly rate Billed
Needs an Hours or Duration column, or Start and End times
Reads the time exports from Toggl, Harvest, Clockify and Jobber timesheets as they come. Durations like 1:30:00, 1.5 or 1h 30m work, or the hours are worked out from start and end times. An entry is linked to a job by job # or title and to a crew member by name; a client that isn’t in Nexa yet is added.
An entry with the same date, hours, description and job is skipped.
Imported time counts as already billed, so old hours don’t pile up in Unbilled Time. Only rows your file marks as not billed yet (a Billed or Invoiced column saying No) come in ready to invoice.
Expenses
Columns Date Vendor Amount Category
Needs an Amount column
Vendor can also be called Merchant, Payee or Description. Spanish headers (Fecha, Proveedor, Concepto, Monto, Importe) work too.
A row with the same vendor, amount and date as an existing expense is skipped.
- Amounts can carry $ and thousands commas ($1,234.50), and a comma inside a vendor name is fine when the cell is quoted, as exports do.
- A bank file that shows spending as negative numbers is read as money out. In a file with both signs, only the positive rows become expenses.
- Use Nexa’s category words: supplies, travel, mileage, meals, software, equipment, utilities, marketing, professional, insurance, rent, payroll, inventory, taxes, other.
Bank and card transactions
Columns Date Description Amount
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.
Banking can also connect to your bank directly.
What you switch on once
Your records come in by file. Two settings stay with you to turn on.
- 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.
What stays behind
- Past invoices and payment history — keep the CSV or PDF export as your record; your bank import carries the money side.
- Job history, notes and photos — download what you need before the old subscription ends. Photo links stop working when you cancel.
- Automations, booking pages, marketing campaigns and review requests — these are settings in the old tool, not data. You set them up again in Nexa if you want them.
Moving your money data into SIMPL
SIMPL is the money side on its own — budget, spending, accounts. It takes your bank history and your old budgeting app.
| Where | File | |
|---|---|---|
| Bank and card transactions | Bank → Import CSV | CSV, OFX, QFX The same bank downloads Nexa recognizes, plus Mint exports. SIMPL can also connect to your bank directly. |
| YNAB budget | Bank → Import from YNAB / Mint / CSV | The YNAB budget export (.json) — brings spending and account names |
| Mint history | Bank → Import from YNAB / Mint / CSV | The Mint transactions CSV |
| Any other spreadsheet of spending | Bank → Import from YNAB / Mint / CSV | CSV with a date, a description and an amount |
Where to find the export in your current tool
Menu names change between versions. If the path below doesn’t match, search the tool’s help for “export”. Nexa takes an Excel (.xlsx) export as it is; for SIMPL, or an old .xls, open the file and Save As CSV.
ServiceTitan
Export at Settings → Data Management → Export
Grab Export Customer List · Export Job History · Export Invoices · Download Attachments (Manual) · Screenshot Your Pricebook
Formats CSV, Excel
Watch for Custom fields may not export cleanly. Attachments require separate download.
Housecall Pro
Export at Settings → Company Settings → Export Data
Grab Export All Customers · Export Jobs · Export Invoices · Screenshot Price List · Download Critical Photos
Formats CSV
Watch for Photos export links, not files. Payment history separate from job history.
Jobber
Export at Settings → Import/Export → Export Data
Grab Export Clients · Export Properties · Export Jobs/Work Orders · Export Invoices · Document Your Products/Services
Formats CSV
Watch for Some custom properties may not export. Routing history doesn't transfer.
QuickBooks
Export at Reports → Export (varies by report type)
Grab Export Customer List · Export Products and Services · Export Invoice History · Export Open Invoices
Formats CSV, Excel, IIF
Watch for QuickBooks is accounting-focused — job management data is limited. Attachments require manual download.
FreshBooks
Export at Settings → Export Data
Grab Export Clients · Export Invoices · Export Time Entries (if used) · Screenshot Recurring Templates
Formats CSV
Watch for Time tracking exports separately. Project data may need manual extraction.
Mindbody
Export at Manager Tools → Reports → Client Reports → Export
Grab Export Client List · Export Appointment History · Document Active Memberships · Download/Screenshot Waivers
Formats CSV, Excel
Watch for Class/appointment history exports separately. Waivers may not export. Membership billing history is complex.
HubSpot CRM
Export at Contacts → Export (top right) or Settings → Import & Export
Grab Export Contacts · Export Companies (if B2B) · Export Deals · Document Sequences (if used)
Formats CSV, Excel
Watch for Marketing email history stays in HubSpot. Deal/pipeline history exports but loses stage automation.
vCita
Export at Settings → Data Export
Grab Export Clients · Export Appointments · Export Invoices · Download Important Documents
Formats CSV
Watch for Document storage requires manual download. Campaign history doesn't export.
Zoho CRM
Export at Settings → Data Administration → Export
Grab Export Leads/Contacts · Export Accounts · Export Deals · Document Workflows/Blueprints
Formats CSV, Excel
Watch for Blueprints and workflows don't export. Custom module structures need manual recreation.
Any other tool
Look in Settings, Reports or your account page for Export or Download, and choose CSV (or Excel, for Nexa). Export clients (or customers, contacts), services, jobs, unpaid invoices, open tasks, time entries, expenses, and your bank or card history. If a column name doesn’t match, pick the right column on Nexa’s import screen, or copy the columns into the matching template and import that.
Import templates
Each template has the exact column names the importer looks for, with sample rows. Replace the rows with yours and keep the header line.
- Clients and leads (Nexa CRM) nexa-clients.csv
- Services and price list (Nexa) nexa-services.csv
- Jobs (Nexa) nexa-jobs.csv
- Open invoices (Nexa) nexa-open-invoices.csv
- Open tasks (Nexa) nexa-tasks.csv
- Time entries (Nexa) nexa-time.csv
- Expenses (Nexa) nexa-expenses.csv
- Bank or card transactions (Nexa Banking or SIMPL) bank-transactions.csv
Questions people ask before they switch
Can I import my invoices?
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.
Do I lose my client addresses?
No. An Address or Street column, plus City, State and ZIP when your export splits them, comes in as the client’s address.
What if I import the same file twice?
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.
How long does it take?
The exports are the slow part — a few minutes each. Each import takes seconds.
Can I keep my old tool running while I try it?
Yes, and you should. Cancel only once your clients and numbers check out in Nexa.
· Import list read from the Nexa and SIMPL apps