Import guide
Moving from ServiceM8
ServiceM8 gives you a full data backup, and its files match Vellier straight away.
Steps checked Saturday 17 October 2026. Menus change, so if something has moved, tell us.
Export from ServiceM8
- Download a backup. In the online dashboard, open Account or Settings, then Backup, and download a data backup.
- Unzip it. Open the zip on your computer. You'll see files for clients (company), jobs, contacts and materials.
- Upload the files. Drop the CSV files into Vellier together. Each one is recognised from its columns.
- Anything missing. Use ServiceM8's Reporting to export anything that isn't in the backup.
Bring it into Vellier
- In Vellier, open Settings › Moving to Vellier and choose ServiceM8.
- Drop in the files. Vellier recognises each one and shows a dry run.
- Check the fix list, then import. Nothing is sent to clients while quiet mode is on.
What becomes live
- Jobs with a Work Order or Quote status can become live projects
- Unpaid invoices become balances to collect
Set up again by hand
- Job templates and forms
- Your old statuses and pipelines (Vellier has its own)
- Quote and invoice templates, numbering and reminder rules (set them in Vellier)
- User permissions (give people their roles again in Team)
- Automations from the old system (turn them off there)