Levitate + Housecall Pro Integration
Overview
Levitate's Housecall Pro integration helps home services businesses bring customer data into Levitate so teams can organize contacts, personalize outreach, and stay in touch more effectively.
- Industry: Home Services
- Integration Type: API-based
- Sync Frequency: Daily
- Writeback Capabilities: Not currently available
- Authentication: Account-level API Key; individual user authentication is not required
Note: This integration must be enabled by Levitate for your account before you can set it up. Contact your Success Specialist to get started.
Who Is It Available To?
The Levitate + Housecall Pro integration is available only to accounts on the Housecall Pro Max plan, which is the Housecall Pro plan tier that includes API access. Contact your Success Specialist to confirm eligibility before setup.
Note: Not sure which Housecall Pro plan you're on? Log into Housecall Pro, click Settings, then Billing to see which plan you're currently subscribed to.
Important Note About Writebacks
The Housecall Pro integration is currently read-only.
That means Levitate can sync customer information from Housecall Pro into Levitate, but it does not push changes, notes, emails, texts, calls, or other communication activity back into Housecall Pro.
Integration Settings
The Housecall Pro integration includes settings to control how customers are synced, assigned, tagged, and segmented in Levitate.
API Key
The integration connects via an account-level API key generated from the API Key Management app in your Housecall Pro account. Once entered in Levitate, the key is stored securely and used to authenticate every sync to Housecall Pro.
Generating an API key in Housecall Pro
For the full walkthrough on Housecall Pro's side, see Housecall Pro's API Overview — How to generate an API key. The short version:
- Log in to your Housecall Pro account and open the API Key Management app from the apps menu.
- Click Add API Key (or Generate New Key).
- Give the key a recognizable name (for example, Levitate Integration) so you can identify it later.
- Save and copy the generated API key. Housecall Pro only shows the full key once — keep it somewhere safe until you've pasted it into Levitate.
Note: If you don't see the API Key Management app, your Housecall Pro plan may not include API access. The integration requires the Housecall Pro Max plan — see Who Is It Available To? above.
Multi-Location Support
If your Housecall Pro account has multiple locations enabled, you can choose which locations to sync data from during setup. Selecting specific locations lets you control exactly which customers are imported into Levitate. If you want to sync all locations, no special configuration is required — all location data is included by default. Single-location accounts skip this step entirely.
Ownership Mapping
Synced contacts are assigned to the Levitate account's primary owner. Housecall Pro does not expose per-customer ownership in a way that can be mapped to individual Levitate users, so per-contact ownership mapping is not available.
Segment by Tags
Segment by Tags allows you to control which contacts sync into Levitate based on selected tags. This can be used to include or exclude specific groups of customers.
Data Mapping
Contact Information
| Levitate | Housecall Pro |
|---|---|
| First & Last Name | Customer first and last name |
| Company Name | Customer company |
| Email Address(es) | All email addresses on the customer record |
| Phone Number(s) | Mobile, Home, and Work numbers |
| Address | Billing address (preferred), otherwise the first address on the customer record |
| Notes | Notes on the customer record |
| Tags | Customer tags from Housecall Pro, plus optional Business Unit, Do Not Service, Notifications Enabled, and Lead Source tags (see Tags section) |
Notes:
- Phone labels (Mobile, Home, Work) are preserved when contacts sync into Levitate
- Multiple phone numbers and emails may be synced for a single customer
- Business customers sync with the company name as the first name when no individual contact name is on the Housecall Pro record
Key Facts
Each synced contact includes a single Key Fact for reference:
- Customer ID — the unique customer identifier from Housecall Pro, useful when cross-referencing a contact between Levitate and Housecall Pro
Tags
Levitate can create tags from Housecall Pro customer data to help organize and segment contacts.
Customer Tags
Any tags you have already applied to customer records in Housecall Pro can be selected and synced into Levitate as tags on the matching contact.
Business Unit Tags
Tags are generated from the business units associated with a customer's jobs in Housecall Pro, so you can target groups based on service line in your outreach. A customer with jobs across multiple business units gets a tag per unit.
Status Tags
Optional tags can be enabled to reflect customer-level settings from Housecall Pro:
- Do Not Service: applies a Yes or No tag based on the Do Not Service flag in Housecall Pro
- Notifications Enabled: applies a Yes or No tag based on the customer's notifications setting
- Lead Source: applies a Lead Source: {value} tag when the customer has a lead source in Housecall Pro
Data Sync Behavior
Once connected, Housecall Pro customer data syncs into Levitate on a daily basis. The integration is read-only — Levitate does not push changes back to Housecall Pro.
Included Records
Customer records (and the jobs related to them, used to derive Business Unit tags) sync into Levitate.
Excluded Records
Leads and estimates do not sync from Housecall Pro into Levitate.
Removed Customers
Customers that are no longer present in Housecall Pro on a subsequent sync are cleaned up from Levitate's synced data.
Getting Started
To connect Housecall Pro to Levitate:
- Contact your Success Specialist and ask to have the Housecall Pro integration enabled for your account
- Generate an API key in Housecall Pro from the API Key Management app
- In Levitate, go to Settings and navigate to the Integrations section
- Open the Housecall Pro integration and paste in your API key on the Configure tab
- If your Housecall Pro account is multi-location, select which locations to sync
- Choose the tags and Segment by Tags settings you want
- Save your settings and allow the initial sync to complete
After setup, your Housecall Pro customers will begin appearing in Levitate based on the configured sync settings.
FAQs
Q: Do I need a specific Housecall Pro plan?
A: Yes. The integration requires API access, which is available on the Housecall Pro Max plan. Your Success Specialist can confirm eligibility before setup.
Q: Does Levitate write information back to Housecall Pro?
A: No. The Housecall Pro integration is read-only. Levitate syncs customer data in from Housecall Pro but does not update contacts, job records, or any other data in Housecall Pro.
Q: How is this different from the Zapier + Housecall Pro connection?
A: The native Levitate + Housecall Pro integration connects directly via API — no Zapier account or Zaps are needed. If you previously used Zapier to connect Housecall Pro to Levitate, talk to your Success Specialist about migrating to the native integration.
Q: How do I get the integration enabled?
A: Contact your Success Specialist. The integration must be turned on at the account level by Levitate before you can configure it in your settings.
Q: How often does data sync?
A: Customer data syncs from Housecall Pro into Levitate once daily.
Q: Can I choose which Housecall Pro locations sync?
A: Yes. If your Housecall Pro account has multiple locations, you can choose specific locations during setup or sync all locations by default.
Q: Do leads or estimates sync from Housecall Pro?
A: No. Only customer records (and the jobs related to them, used to derive Business Unit tags) are pulled into Levitate.
Final Notes
The Housecall Pro integration is designed to bring your customer data into Levitate in a clear, organized way so your team can focus on outreach and relationship management while Housecall Pro remains the source of truth for job and service records.