How to Export Your Customers from Gas App
Your customer list is the most valuable thing in any trade app — years of names, numbers, addresses and service due dates. Here are the three ways to get it out of Gas App, in the order to try them, including what to do when there's no export button at all.
Gas App is well loved for what it does best: the fault-finding community, the boiler manuals and the calculators. But if you're moving your job management elsewhere — or just want a copy of your own records — you need your customers and service reminders out in a usable format, and that's where people get stuck.
The good news: you don't need the app's cooperation to leave with your data. This guide covers the self-serve route, the support-request route (with an email you can copy and paste), and the fallback that always works — screenshots. It also covers what to check before you cancel anything.
Key takeaways
- Look for a self-serve export first: check the app's account or settings area and any web portal that came with your subscription for an export or download option (CSV or Excel is ideal).
- If there's no export option, email support and ask for your customer list and service reminders as a CSV. It's your business data — you put it in, and a polite, specific request usually gets it.
- Ask for the reminders list separately — customer exports often come without service due dates, and the reminders are the part that protects next year's work.
- No export at all? Screenshots of your customer and reminder screens work: modern import tools (TradePlanr included) can read them directly.
- Before you cancel, download copies of any certificates and invoices stored in the old app — you're expected to keep records of work you've done, and your access ends with the subscription.
1. Know what you're trying to get out
There are two lists that matter, and they're not the same thing. The first is your customer list: names, phone numbers, email addresses, site addresses and postcodes. The second is your service reminders: who's due what visit and when — annual boiler services, landlord gas safety renewals, maintenance contracts.
Customer exports from trade apps very often include the first list and silently drop the second. If you only move the contacts, every due date stays behind — and the rebooked work those reminders bring in is usually worth far more than the contact details. Whichever route below you use, ask for (or screenshot) both.
The ideal format is a CSV or Excel file with a header row: one row per customer, one column per field. A PDF is second best. Screenshots are the fallback — and these days they're a perfectly workable one.
2. Route one: look for a self-serve export
Check the app's settings or account area, and if your subscription came with a web or office portal, look there too — export features usually live on the desktop side rather than in the mobile app, typically near customer or contact management.
If you find one, export everything available: customers, reminders, and job history if offered. Choose CSV or Excel over PDF when you get the choice, and have a quick look at the file before you move on — check the columns you care about (phone numbers, postcodes, due dates) actually contain data, because some exports only include a subset of fields.
3. Route two: ask support for it
No export option in your account? Email support and ask. This is your business data — your customers, entered by you — and asking for a copy in a portable format is a routine, reasonable request that app support teams handle all the time. Be specific about what you want and the format, because vague requests get vague answers.
Here's a template you can copy, adjust and send:
“Hi — I'd like a copy of my account data, please. Could you send me: (1) my full customer list with names, phone numbers, email addresses, addresses and postcodes, and (2) my service reminders list with each customer's next service due date and the type of visit. CSV or Excel format, please, rather than PDF. My account email is [your login email]. Thanks very much.”
If the first reply only includes the contacts, go back and ask again for the reminders/services-due list specifically — it's often held separately from the customer records. Keep the thread polite and persistent; a chaser a few days later does more than a strongly worded first email.
If the export never arrives
Don't let a slow support queue hold your business hostage. Everything in your old app is on your screen, which means route three always works — and you can always import a proper CSV later if one eventually turns up (good import tools skip duplicates automatically).
Doing this on a job? Switch to TradePlanr — part of TradePlanr. Free to start, no card needed.
4. Route three: screenshots (the export that can't be refused)
If there's no export and support has gone quiet, screenshot your way out. Open your customer list and take a screenshot of each screenful as you scroll — then do the same for your reminders or services-due screen, where the due dates live.
A few things make the screenshots much easier to read back: keep each row fully visible (don't cut names in half at the top or bottom of the shot), and favour list views over detail views so each image carries many customers at once.
Then let software do the retyping. TradePlanr's import reads screenshots directly — it pulls out the names, numbers, addresses and due dates it can see, shows you every row for checking, and skips anyone already in your list. A few dozen screenshots become a customer list again in a couple of minutes, with no evening lost to typing.
5. Importing the list into TradePlanr
However you got your data out — CSV, Excel, PDF or screenshots — the import works the same way. In TradePlanr, go to Profile and choose Import customers (or pick “I'm moving from another app” when you first sign up, and you'll land in the same place).
Upload whatever you've got. Columns are matched automatically, even when the old app named them something odd — and if the automatic match isn't right, one tap on Smart match sorts it, or you can assign columns by hand. Nothing is saved until you've seen the list: you review every row, untick anything you don't want, and duplicates are skipped for you.
If your file or screenshots included next-service dates, TradePlanr offers to add them to your diary as repeating yearly jobs — each with a reminder before it's due, and optionally a text to the customer with your booking link ahead of the visit. That's the reminders list not just moved, but working harder than it did before.
6. Before you cancel the old app
Moving the customer list isn't quite the whole move. Before the old subscription lapses and your access disappears, work through a short checklist.
Download copies of certificates and records you issued through the app. You're expected to keep records of the work you've done — landlord gas safety records, for instance, need to be retrievable for years after the visit — and “it's in an app I no longer pay for” isn't a filing system.
Save copies of outstanding and recent invoices for your bookkeeping, check your reminders all made it across (count them against the old app's list), and consider running both apps side by side for a few weeks before cancelling — it costs one more month's subscription and removes all the risk from the switch.
Keep what Gas App is good at
Nothing says switching your job management means leaving the Gas App community. Plenty of engineers run their diary, certs and invoicing in TradePlanr and keep Gas App for the manuals, calculators and fault-finding forum. Use each for what it's best at.
From guidance to action
Frequently asked questions
Can I really import customers from screenshots?
Yes. TradePlanr reads screenshots (and PDFs) of a customer or reminder list and turns them into customer rows — names, phone numbers, addresses, postcodes and service due dates. You review every row before anything is saved, so nothing goes in unchecked.
Do my service reminders transfer too?
If your export or screenshots include next-service dates, yes — each one becomes a repeating yearly job in your TradePlanr diary with a reminder before it's due. Dates that have already passed roll forward to the next anniversary rather than landing in the past.
What if my export's columns don't match up?
Column names vary wildly between apps, so TradePlanr matches them automatically and lets you correct any field with a tap. If the file is particularly odd, the Smart match option reads the actual values — so a column called “Contact” that's full of phone numbers still ends up in the right place.
Does importing my customers cost anything?
No — importing is free on TradePlanr's free plan, with no card needed. You can move your list over, see your diary and reminders working, and only think about Pro when you're ready to send documents.
Will I get duplicate customers if I import twice?
No. The import checks each incoming name against the customers you already have and skips matches automatically — so importing a proper CSV later, after an earlier screenshot import, just fills in the gaps.
