Free import tool

Switch from JobNimbus in about ten minutes.

Import your contacts, jobs, estimates, and invoices with our free migration tool. Export from JobNimbus custom reports, upload to SecureCrews, done.

30-day trial. No credit card. The import tool is included.

What comes over

Your JobNimbus export carries the records you already built. Here is what lands in SecureCrews on day one.

Contacts

First name, last name, company, email, phone, full address, contact type, status, tags, sales rep, lead source, and any custom fields you've added.

Jobs

Job numbers, names, statuses, contact references, addresses, scheduled dates, completion dates, revenue totals, and job types.

Estimates

Estimate numbers, statuses, amounts, creation and sent dates, descriptions, and salesperson assignments.

Invoices

Invoice numbers, statuses, amounts, payments, balance due, issue dates, due dates, and descriptions.

The actual steps

No column mapping and no sales call. You export the files, upload them, and confirm what you see.

  1. 01

    Export from JobNimbus

    Create Custom Reports for each data type (Contacts, Jobs, Estimates, Invoices). Add all columns, save the report, then export to CSV from the gear icon.

    Use 'Add Column' to include every available field before exporting.

  2. 02

    Upload to SecureCrews

    Select 'JobNimbus' as your source, then upload each CSV file. Tell us what each file contains: contacts, jobs, estimates, or invoices.

    One file at a time. We handle the column matching.

  3. 03

    Preview everything

    Review what will be imported: record counts, sample data, and warnings. Duplicate contacts are detected and flagged.

    Nothing touches your SecureCrews account until you confirm.

  4. 04

    Link invoices to jobs

    Our smart matcher connects invoices to the right jobs automatically when possible. For ambiguous cases, you pick from a dropdown.

    Single-job clients auto-match. Multi-job clients get a picker.

  5. 05

    Click import

    One click creates all records in SecureCrews. Full 7-day rollback window. Undo the entire import with one click if needed.

    Zero risk. Full undo available.

Straight answer

What doesn't come over

JobNimbus caps what its export includes. None of this blocks you. These are things you set up fresh in SecureCrews as new work comes in.

Quote and invoice line items

JobNimbus custom reports export summary rows (totals) but not individual line items. Your totals import correctly. You'd recreate line item detail on new work.

Photos and attachments

JobNimbus allows downloading attachments per-record but has no bulk export. You can upload photos to jobs in SecureCrews after importing.

Internal notes

Notes on contacts and jobs aren't included in report exports. You can add notes to any record after importing.

Time tracking

Timesheet data isn't part of standard report exports. Job revenue totals are imported.

Questions before you move

Creating the custom reports in JobNimbus takes about 10 minutes the first time. Upload and import in SecureCrews takes under 2 minutes.

Not at all. We read CSV files you've already exported. SecureCrews never accesses your JobNimbus account.

Yes. Any custom fields you've added appear as extra columns in the CSV export. We capture them and store them on the imported records.

JobNimbus uses Contact Type (Lead, Customer, etc.) and Status as required fields. We map these to SecureCrews equivalents during import.

Yes. Included on every plan, including the 30-day free trial.

No. Import first, verify, run both systems if you want, then cancel when ready.

Ready to make the move?

Start your 30-day trial and import your JobNimbus data in minutes. Keep both systems running side by side, then cancel JobNimbus once you are sure.

Unlimited users. No credit card. Cancel any time.

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