Skip to content
Call or text 0436 599 588Try the demoHelpContactLog in

Moving to Yamate › Tradify

How to export your data from Tradify

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

Customers

  1. Open Customers.
  2. Click Options at the top right, then Export Customers to File. Use Export Customer Sites to File too if your jobs are at different sites.
Tradify Customers screen: Options menu open, Export Customers to File circled (step 2)
Tradify Customers screen: Options menu open, Export Customers to File circled (step 2) · tap to see it full size

Invoices

  1. Open Invoices and pick the All tab.
  2. Click the download icon, Export Invoices.
Tradify Invoices screen: the All tab circled (step 1), the Export Invoices icon circled (step 2)
Tradify Invoices screen: the All tab circled (step 1), the Export Invoices icon circled (step 2) · tap to see it full size

Quotes

  1. Open Quotes and pick the All tab.
  2. Click the download icon, Export Quotes.
Tradify Quotes screen: the All tab circled (step 1), the Export Quotes icon circled (step 2)
Tradify Quotes screen: the All tab circled (step 1), the Export Quotes icon circled (step 2) · tap to see it full size

Jobs

  1. Open Jobs.
  2. Click Options, then Export Jobs to File. Only open jobs come across — finished ones arrive as their invoices.
Tradify Jobs screen: Options circled (step 1), Export Jobs to File circled (step 2)
Tradify Jobs screen: Options circled (step 1), Export Jobs to File circled (step 2) · tap to see it full size

Bills

  1. Open Purchases and pick the All Bills tab.
  2. Click the download icon, Export Bills To File. Keep the word bills in the file name.
Tradify Purchases screen: the All Bills tab circled (step 1), Export Bills To File circled (step 2)
Tradify Purchases screen: the All Bills tab circled (step 1), Export Bills To File circled (step 2) · tap to see it full size

Suppliers

  1. Open Contacts → Suppliers.
  2. Click Options, then Export Suppliers to File.
Tradify Suppliers screen: Options circled (step 1), Export Suppliers to File circled (step 2)
Tradify Suppliers screen: Options circled (step 1), Export Suppliers to File circled (step 2) · tap to see it full size

Price list and supplier price lists

  1. Open Settings → Price List.
  2. Click Options, then Export All Price Lists.
Tradify Price List settings: Options circled (step 1), Export All Price Lists circled (step 2)
Tradify Price List settings: Options circled (step 1), Export All Price Lists circled (step 2) · tap to see it full size

What can’t come across

  • Job notes and files
  • Recurring job templates

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 Tradify account and against Tradify’s own help pages. Yamate isn’t affiliated with Tradify; the name belongs to its owner.