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How to export your data from ServiceM8

What to click in ServiceM8, which files you get, and what can’t come across. Checked 6 October 2026.

Before you start: You need the owner login. Client and job exports need ServiceM8's free Advanced Reporting Pack add-on — step 1 below switches it on.

Clients

  1. Go to Account → Features & Integrations, find Advanced Reporting Pack (it is free) and tap Learn More.
  2. Switch it ON.
  3. Open Reports, scroll the left menu to Export and tap Client List.
  4. Tap Download Mailing List. The icon says XLS, but the file is a CSV — drop it in as it is.
ServiceM8 add-on directory: Advanced Reporting Pack, Free, Learn More circled (step 1)
ServiceM8 add-on directory: Advanced Reporting Pack, Free, Learn More circled (step 1) · tap to see it full size
ServiceM8 Advanced Reporting Pack page: the switch circled, ON (step 2)
ServiceM8 Advanced Reporting Pack page: the switch circled, ON (step 2) · tap to see it full size
ServiceM8 Reports menu: Export, Client List circled (step 3)
ServiceM8 Reports menu: Export, Client List circled (step 3) · tap to see it full size
ServiceM8 Client Export: Download Mailing List circled (step 4)
ServiceM8 Client Export: Download Mailing List circled (step 4) · tap to see it full size

Jobs, quotes and invoices (one file)

  1. With the reporting pack on, open Reports and tap Job List under Export.
  2. Tap Download Job Export Report. It holds your invoices (paid or owed), open quotes and open jobs together — Yamate sorts them.
ServiceM8 Reports menu: Export, Job List circled (step 1)
ServiceM8 Reports menu: Export, Job List circled (step 1) · tap to see it full size
ServiceM8 Job Export Report: Download Job Export Report circled (step 2)
ServiceM8 Job Export Report: Download Job Export Report circled (step 2) · tap to see it full size

What can’t come across

  • Materials & Services — the web app has no export for them (checked 6 October 2026); add your prices in Yamate
  • The full backup zip (ServiceM8 says it cannot be imported anywhere)
  • Notes, photos and forms

Then bring it into Yamate

  1. Open Yamate and go to Settings → Your data → Import data. New accounts are asked once, after the welcome.
  2. Drop all the files in at once — CSV, Excel or ZIP. They are read on your phone or computer.
  3. Check the tick-list. Owed invoices stay owed, paid ones count as paid, and nothing you already have is changed.
  4. Tap Add. Anything you untick is left out.

Try Yamate free

Checked 6 October 2026 in a real ServiceM8 account and against ServiceM8’s own help pages. Yamate isn’t affiliated with ServiceM8; the name belongs to its owner.