Moving your data from Service Fusion to Cadre

Last updated October 9, 2026

Overview

You can bring your customers, past jobs and invoices from Service Fusion into Cadre yourself. You download three reports from Service Fusion and upload them, exactly as they downloaded, in Settings → Import & export.

Equipment lists aren't imported. Service locations come across as each customer's address and each job's service address.

Things to know

• Upload the files as they download. Cadre takes Excel (.xlsx or .xls) or CSV. Cadre finds the column headings itself and matches the columns for you.
• Use the same start and end dates for all three reports, so your customers, jobs and invoices line up.
• Service Fusion caps each report at 5,000 records. If you hit that, run the report one year at a time and upload each file.
• Cadre takes up to 25,000 rows per file.
• Nothing is saved until you confirm. Cadre shows a preview of each file before anything is imported.
• Importing the same file twice is safe. It never creates duplicates.
• Your dates are kept and your customers aren't contacted. Past jobs and invoices keep the dates they had in Service Fusion, and Cadre never emails or texts your customers about imported records.

Step 1: Export three reports from Service Fusion

All three reports are on the Reports tab in Service Fusion. For each one, use Custom, choose Excel, and select every column with the double-arrow button.

Customer List

1. Open the Reports tab.
2. Click Custom next to Customer List.
3. Choose a start date and end date. To bring your past customers too, check include inactive customers.
4. Click the double-arrow button to select every column.
5. Set Report Type to Excel.
6. Click Generate Report.

Sales of Product/Service Details (your past jobs)

1. Open the Reports tab and go to Sales by Product/Service.
2. Click Custom next to Sales of Product/Service Details.
3. Choose the same start and end dates.
4. Check Include jobs with no date, and include both open and closed out jobs.
5. Select all products and all services.
6. Click Generate Excel.

Invoice

1. Open the Reports tab and go to Accounting.
2. Click Custom next to Invoice.
3. Choose the same start and end dates.
4. Check every invoice status.
5. Click the double-arrow button to select every column.
6. Set Report Type to Excel.
7. Click Generate Report.

Step 2: Import the files into Cadre

Import in this order: customers, then jobs, then invoices.

For each file:

1. In Cadre, go to Settings → Import & export.
2. Upload the file. Cadre finds the column headings and matches the columns for you.
3. Look over the preview. It shows exactly what Cadre is about to bring in.
4. Click Import.

If something doesn't look right

Still stuck? Email us at support@buycadre.com. Send us your files and we'll help you get them in.