CRM Import Guide
Importing from Housecall Pro
Housecall Pro has a dedicated Job Costing Report that includes revenue, labor, materials, and profit margin per job. This is the export to use — not the standard Invoice or Jobs export, which does not include cost data.
Step 1 — Export the Job Costing Report
Log in to Housecall Pro as an Admin (only admins can access reports).
Go to Reports → Job Costing.
Set your date range — one quarter or one year works well for your first Margn upload.
Click the Excel icon or Export button to download the report. Housecall Pro will email the file to you.
Open the file — it contains one row per job with revenue, labor cost, material cost, and profit margin columns.
Common mistake
The standard Jobs / Invoice export does not include cost data — only billing amounts. Make sure you are using Reports → Job Costing, not the Jobs list export.
Step 2 — Map columns to Margn format
The Job Costing export uses different column names than Margn expects. You need to restructure it before uploading. The easiest approach is to open the export in Excel or Google Sheets and create a new sheet with the Margn columns.
| Margn column | Housecall Pro column | Notes |
|---|---|---|
| operating_unit | Job Description or Customer Name | Use the job description as your unit name. Or use customer name if each customer = one account. |
| transaction_date | Date or Finished Timestamp | Use YYYY-MM-DD format. Reformat in Excel if needed. |
| category | (multiple — see below) | Each cost type becomes a separate row with its own category. |
| transaction_amount | Subtotal / Labor Cost / Material Cost | Revenue is positive. Costs are negative. |
| transaction_type | (derived) | "revenue" for billing rows, "cost" for cost rows. |
| transaction_id | Invoice Number or HCP ID | Use invoice number + a suffix for cost rows (e.g. INV-001-labor). |
Step 3 — One row per transaction type
Housecall Pro gives you one row per job. Margn expects one row per transaction. For each job you need to create multiple rows — one for revenue and one for each cost type.
Example: a single Housecall Pro job becomes these Margn rows:
| transaction_id | operating_unit | transaction_date | category | transaction_amount | transaction_type |
|---|---|---|---|---|---|
| INV-001-rev | Smith Residence HVAC | 2026-03-15 | Contract Revenue | 850 | revenue |
| INV-001-labor | Smith Residence HVAC | 2026-03-15 | Labor | -220 | cost |
| INV-001-mat | Smith Residence HVAC | 2026-03-15 | Materials | -185 | cost |
| INV-001-oh | Smith Residence HVAC | 2026-03-15 | Overhead | -85 | cost |
Overhead tip
Housecall Pro does not calculate overhead per job. Add an Overhead row manually using your overhead % of revenue. For example, if your overhead is 10% of revenue, the overhead cost for an $850 job is -$85. Set your overhead % in the Margn upload guide for reference.
Step 4 — Use the right category names
The category column must exactly match your Margn industry template. For a General Contractor account these are the valid categories:
Categories vary by industry. See the full upload guide for your industry's category list.
Step 5 — Upload to Margn
Once your file is formatted, go to the Upload page in Margn and drop it in. If any category names do not match, Margn will show you the unrecognized categories and let you map them before importing.
Go to Upload →Need help with your specific export?
If your Housecall Pro export looks different or you are not sure how to map your columns, reply to your welcome email or reach out at contact@margn.us and we will walk you through it.