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How To: Export a Contact List from Housecall Pro

Pro tip: You can also connect your Housecall Pro account by setting up our Housecall Pro integration!

Follow the steps below to export your contact information from HouseCall Pro!

Pro tip: Only employees that are listed as Admins will have the ability to export your contact list.

1. Click the 'Customers' icon in your navigation bar

2. Click the 'More' icon (3 horizontal dots)

3. Select 'Download customer list'

4. Check the email address and click 'Send Me The File' in the 'Download customer list' pop up window

5. You will receive an email from notifications@housecallpro.com shortly after with the CSV file of your customer list. 

6. Lastly, upload the contact list to your Signpost Merchant Center.

Pro tip: If you do not receive the email within an hour, check your spam folder. If it's not in your spam, please reach out to us through the blue chat bubble.

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