How to export your data from Simpro (step by step)

Simpro Premium has a dedicated Export area under Utilities, which makes it one of the easier field service systems to get master data out of. Customers, customer contacts, sites, the catalogue, pre-builds, assets, contract service levels, employees, contractors and vendors each export as a CSV or tab-delimited file, with filters for what to include.¹ Job and invoice history comes out through reports, each downloadable as CSV.²

The gaps are full job detail, attachments and forms, which we couldn't find a documented bulk export for. Ask Simpro about those in writing, early.

This guide is written by TradesWork. We don't have a Simpro account, so we don't show Simpro's own screens. Each animated diagram below redraws the click path from the Simpro Help Guide in plain boxes, with a link to the article it comes from. Checked October 15, 2026, for Simpro Premium; other Simpro products and older versions differ.

What you'll end up with

About ten files. Two of them import into almost any new system; the rest are your archive and your reference for rebuilding. Here's how they land in TradesWork.

Before you start: permissions and the Export area

Every export article in Simpro's Help Guide starts the same way: you need the right permissions in your security group, set under System › Setup › Security Groups.¹ The ones that matter here:

The general pattern for every export is the same: Utilities › Export, click the area in the Exports menu on the left, choose Comma Separated Values (CSV) or Tab Delimited, adjust the options, click Export, then Download.¹ Choose CSV every time. For assets and plant and equipment, a blue link to the file appears instead; right-click it and save it.¹

In the US, Simpro says "vendor" instead of "supplier" and "inventory" instead of "stock".¹²

1. Export customers and contacts

The options that matter for a full export:³

Gotchas.

• Banking details. More Options also offers to include customer banking details.³ Leave that off. It's sensitive and you don't want it sitting in a spreadsheet.
• The CLI prefix. More Options can add a 'CLI' prefix to each customer ID.³ Pick one setting and use it every time, so IDs match across your customer, contact and report files.
• Details vs contacts. Customer Details holds the card file's Profile details and settings; Customer Contacts holds the people added under Profile, Contacts.³

2. Export sites

Commercial customers in Simpro often have many sites. Go to Export › Sites, add custom fields under More Options, and choose Show Active and Archived Sites.⁷ Keep this file even if your next system can't import sites directly; it's your map of which customer owns which address.

3. Export the catalogue and pre-builds

Your catalogue is your price book. Go to Export › Catalogue and set:⁸

• Export Pricing Tiers: Export All Pricing Tiers, so every tier's prices come out.
• Show Default Tier Pricing Values (Markup and Sell Price): Yes.
• Search, vendor, storage location, manufacturer: leave blank for everything.

Gotcha: with several tiers you'll get several price columns. Before you import anywhere, decide which one is the price you charge homeowners.

Pre-builds are your kits. The export filters only by search term and pre-build group.⁹ Most other systems can't import them as kits, so this file is mainly your reference for rebuilding the ones you quote most.

4. Export assets and contract service levels

Export › Assets produces a ZIP file with a separate CSV or text file for each asset type, and every field in it can be imported back into Simpro.¹⁰ You can filter by contract (if you have Maintenance Planner), site or asset type; file names carry a timestamp.¹⁰

Export › Customer Contracts exports service levels across contracts: Contract ID, Asset Type, Service Level, Pre-build ID and Name, Time (mins) and Charge Rate as per contract.⁴ For a single contract, open the customer, go to the Rates tab, Contracts, the contract's Service Levels sub-tab and click the download icon.⁴ Together with assets, this is the list of who's under contract for what.

5. Export people and vendors

Run Export › Employees with active and archived employees,⁵ Export › Contractors, and Export › Suppliers three times: Suppliers, Contacts and Branches.⁶ Leave banking details off in both people and vendor exports. You may not import these anywhere, but contractor and vendor contact lists are tedious to rebuild from memory. The Help Guide also has export articles for labour rates and plant and equipment.¹

6. Export job and invoice history through reports

Go to Reports › View Reports, pick a category on the left (or a Most Common Report), click the report, set the filters and click Search. Once it's generated, download it as a CSV spreadsheet.² Simpro's most common reports are Job Productivity, Job Activity, Job WIP, Price Discrepancies, Stock Value, Stock Required, Profit / Loss Job, Aged Receivables, Sales Invoices and Monthly Breakdown.² For a switch, run:

• Sales Invoices for every year you've used Simpro, one year per file.
• Aged Receivables on the day you stop invoicing in Simpro.
• Job Activity and Job WIP, so you know what's open at cutover.
• Profit / Loss Job and Monthly Breakdown, for year-over-year comparisons.

Simpro can email scheduled reports as PDFs,² which are handy for owners but aren't data. Simpro also says its reports are job-based management reports and won't match your accounting package,² so take your official financial history from your accounting system.

What can't be exported, and how to keep it

We searched Simpro's Help Guide and didn't find a documented bulk export for:

• Full job detail: notes, schedules, materials, labor and forms per job, beyond what reports show.
• Attachments and photos.
• Quotes in progress, beyond what job and quote reports show.
• Stored cards. Card details live with the payment processor. Plan to re-collect cards from customers who pay automatically.

Simpro has a Developer Center, and its pricing page lists three data feeds in the base plan,¹¹ so routes may exist. Ask your Simpro contact in writing.

Permissions and plan limits

Where to take the files

The customer details file and the catalogue are what most systems can import. Sites, assets, pre-builds and history are harder.

If you're moving to TradesWork, its spreadsheet importer reads the customer file (each customer with its main address) and the catalogue as a price book, with a column review, a preview and a sandbox company before anything touches your real account. Extra sites, assets, pre-builds as kits and history don't import, and TradesWork isn't built for projects or commercial multi-site work, so read TradesWork vs Simpro first. The full plan is in migrating from Simpro to TradesWork.