Switching to Mucka doesn't mean starting from an empty screen. You've got two easy ways to bring your existing clients and jobs across, and Mucka can point you to whichever fits.
Already in a spreadsheet? Import it yourself
If your clients (or jobs) are in a CSV, an Excel file, or a Google Sheet, you can bring them straight in:
Head to Settings → Connections → Import data and choose Import clients or Import jobs. Upload your file (or paste a Google Sheets link), and Mucka does the fiddly bit:
- Column mapping — Mucka reads your headers and lines them up with its own fields (name, phone, email, address, postcode). You can adjust any it didn't guess.
- Duplicate checking — before anything saves, Mucka spots contacts that look like ones you already have, so you don't end up with two of everyone.
- A preview first — nothing is written until you're happy with what you see.
- A check that names are names — if the column you've mapped to First Name is full of phone numbers rather than names, Mucka stops and says so instead of importing. It's the easiest mapping to get wrong, and the hardest to spot afterwards.
How big a file? Up to 10,000 rows and 5 MB in one go. Got more than that? Tell Mucka and it'll pass it to the team, then email the file to support@mucka.ai and we'll bring it in for you, whatever the size.
Customers in Outlook or Apple Contacts? Outlook can export your contacts as a CSV, which imports like any other. Apple Contacts only exports a vCard (a .vcf file), which the importer can't read. Tell Mucka and it'll pass it to the team, then email the file to support@mucka.ai and we'll bring it in for you. If you're wondering what happens to those details once they're in, see How Mucka looks after your customers' details.
One thing worth knowing if your export came out of an address book or a phone: some of them write one row per detail rather than one row per person — a row for the mobile, a row for the address, a row for the notes. That kind of file needs flattening to one row per client before it'll import properly. If your preview shows clients named after their own phone numbers, that's what's happened.
Not sure how to get a CSV out of your old system? Just ask Mucka and it'll point you the right way.
Moving off another tool? We'll do it for you
If you're coming from another trades tool, the Mucka team does the migration for you. What we need from you is the data, and every system hands it over differently: some have an export button, some only send it if you ask, and most keep something back unless you name it.
Pick the one you're leaving for what to press, what to ask for, and what comes across:
- BigChange: contacts, jobs and invoices each export from their own screen
- Commusoft: one backup download from Settings. Send it early, for your photos' sake
- Fergus: ask Fergus for a full export, plus its reports as spreadsheets
- Gas App: ask their support. Most of it comes as PDFs
- Gas Engineer Software: two export buttons, plus an email to their support
- JobLogic: four exports from the list screens, plus an email for your forms
- Payaca: one button, and Payaca emails you the lot
- Powered Now: ask their support, naming everything you want
- ServiceM8: three lists from the Reports tab, plus a backup
- Surefire: an email to their support
- Tradify: five export buttons, plus an email for your certificates
On something else? Jobber, Simpro or anything not listed, we'll still move you. Just ask Mucka: "I'm moving over from Jobber, can you bring my data across?" Mucka raises it with the team and someone reaches out. If you've got the Inbox skill, Mucka can also email your old software for your data: see Ask your old software for your data.
Whichever you're on, two things are true of all of them:
- Don't cancel your old subscription until we've told you we've got everything. Once an account is closed, most systems can't get your data back out.
- Invoices we bring across stay in Mucka as history. They are never sent to Xero, QuickBooks, FreeAgent or Sage, even if you connect your accounts and choose to bring your history across. Your old system was usually feeding those books already, so sending them again would put every invoice in twice. Anything you invoice from Mucka goes across as normal.
Already on Xero, QuickBooks or FreeAgent?
If your client book lives in your accounting software, connecting it pulls your contacts (and invoice history) straight in, with the same duplicate-checking. See Import your existing clients from Xero, QuickBooks or FreeAgent for that route.
Good to know
- Nothing is lost, nothing is guessed. Every route shows you a preview and checks for duplicates before saving.
- You can do a bit of both. Import a spreadsheet of clients now and ask the team to move the trickier history later, whatever's quickest for you.
- Ask any time. "How do I import my clients?" or "help me move over from Jobber" — Mucka will walk you through it or bring in the team.