Table of Contents
Overview
If you've been in business for a while, you may already have work lined up that is not in Jobber yet. To make sure you can seamlessly start using Jobber, one-off jobs can be imported from a spreadsheet in CSV file format to build out your calendar. This process is similar to importing your clients into Jobber.
The job import is only available to admin users. The job import is currently a Beta feature so the import functionality is subject to change.
How does the job import work?
The jobs import will bring one-off jobs from a CSV spreadsheet into Jobber. Recurring jobs are not able to be imported.
If a job being imported belongs to a client or property that already exists in your Jobber account, it will be added to that client as long as it exactly matches an existing client's first or last name or property address. If there is no match, a new client or property will be created.
Up to 4999 jobs can be imported at once. If you have additional jobs, these can be brought into Jobber by doing multiple imports.
Past jobs can be imported and they will be marked as complete and archived in Jobber. However, to import a job in the past, the job start date must be within 1 year of the current date.
Future with start dates in the future can be imported, as long as the start date is within 1 year of today's date.
If a job doesn't have a scheduled date it will be imported as unscheduled. Jobs with no times will be imported with anytime visits.
Prepare your spreadsheet
The first step to importing your one-off jobs is preparing your spreadsheet in CSV format. If you are coming from another scheduling software, you may already have an export of your schedule. However you can also create your own CSV files in programs like Excel, Sheets, and Numbers. In these programs you'll want to make sure that you are saving your file type as .csv. Here's how to do this in each program:
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Excel:
Once you have your document formatted in Excel, you can click File > Save as. From the file type drop down, you'll need to select .csv. -
Sheets:
To export a spreadsheet in Google Sheets, you'll need to click File > Download as and select a file type (in this case, pick .csv). Then select Save. -
Numbers:
In Numbers, you can click File > Export to > CSV. This will select CSV for you as the file type that this document will be saved as.
Column headers
In your spreadsheet, set up column headings for the job information that will be brought into Jobber.
These are the supported column headings for the one-off job import:
- Job Title
- Instructions
- Job Number
- Client Name
- Client Phone
- Client Email
- Full Property Address
- Note: This is not needed if the address is broken down into columns including street, city, state/province, county, zip/postal code.
- Street 1
- Street 2
- City
- State/Province
- Zip/Postal Code
- Country
- Note: If you are coming from another software, make sure there is a country column as this is required, but not every software includes it in their export.
- Start Date
- End Date
- Start Time
- End Time
- Assigned To
- Total Price
Mandatory headings
There are some fields that are mandatory to include in your spreadsheet since these are the fields used to map jobs to existing clients and properties. When a job can't map to an existing client or property, a new client or property will be created.
- Client Name
- Full Property Address
- Note: This is not needed if the address is broken down into columns including street, city, state/province, county, zip/postal code.
- Country
- Note: If you are coming from another software, make sure there is a country column as this is required, but not every software includes it in their export.
Start the import
To import your clients, sign into Jobber.com and navigate to Jobs on the side navigation. From the jobs index page, select More Actions > Import Jobs.
This will open the Import Jobs window, select Begin Import.
The next step is uploading your CSV file. Drag and drop your file into the window or select Upload file to upload your spreadsheet.
Next, you will need to make sure that the headings in your spreadsheet are mapped to the correct fields in Jobber. The matching is done automatically, however if there is a discrepancy, you can select the correct field from the "destination fields" dropdown menu.
The column headings from your spreadsheet will appear in a column for "incoming fields". These will need to be matched to an existing field in Jobber listed in the "destination fields" column. Review and confirm that the incoming fields are mapped to the correct destination fields. Use the dropdown menu to select an alternative destination field, if the incoming field has been mapped to an incorrect destination. It's possible that your spreadsheet may have fields that aren't associated with jobs such as the client's billing address; any fields that you don't want to import can be left blank.
To the right, there is a "data preview" section shows a preview of the values that are filled in for this column so you will be able to confirm that the information is entered in the correct column. If the headings look correct, select Continue.
The next step is to review the data you've input so far. If there are any problems with the import data, this is where you can make edits to ensure everything is imported correctly. Any errors will be highlighted in red and can be filtered using the Invalid filter selection.
When you're ready to bring this data into your Jobber account, select Import.
While the import is running, you will be brought back to the jobs index page (Jobs from the side navigation). You can navigate away from this page and still use Jobber while the import is happening.
Once the import has stopped running, clients, properties, and jobs may still take some time to be created in Jobber. Activity feed will be updated once these are created.
After the import is complete, there will be a 10 minute window where the import can be reverted. To revert a job import, navigate to the jobs index page and select Revert. When a job import is reverted, any jobs, clients, and properties that were created by the import are removed. If you had created any additional work for a client that was created by the job import, that work will be removed
Frequently Asked Questions
FAQ Table of Contents
- What happens if I import a job that uses a job number that's already taken by an existing job?
- How do visit reminders work with imported jobs?
- Can I import a recurring job?
- The job import created a duplicate client, can I merge it with the existing client?
- Can I add team members in the "assigned to" column of my spreadsheet if they aren't a user in Jobber?
- Can I import a job level custom field?
What happens if I import a job that uses a job number that's already taken by an existing job?
If a job being imported has the same job number as an existing job in your Jobber account, the imported job will use the next highest available job number.
For example, if you already have existing jobs numbered 1, 2, 3, 4, 5.
Then you import jobs with the following job numbers: 3, 4, 5, 6.
The imported jobs with job numbers 3, 4, 5 will be changed to 7, 8, 9 and the job that was imported as 6 will keep 6 as its job number.
How do visit reminders work with imported jobs?
When visit reminders are turned on in your email and text messages settings, jobs will be imported with visit reminders enabled which means they will automatically send visit reminders according to the schedule settings for visit reminders.
Visit reminders are set at the client level, rather than the job level. If you've imported a job where you don't want the client to receive a visit reminder, navigate to the client's profile then select Edit and toggle Assessment and visit reminders to off. Please note that this will turn off reminders for all assessments and jobs for this client.
Can I import a recurring job?
No, only one-off jobs can be imported.
The job import created a duplicate client, can I merge it with the existing client?
Jobber does not have a client merge.
As a best practice to avoid duplicates created through the import, make sure the client names and property address in your spreadsheet match exactly with the ones already in Jobber. The import maps these fields and when there is a discrepancy a new client or property is created.
Can I add team members in the "assigned to" column of my spreadsheet if they aren't a user in Jobber?
No, if team members who aren't users in Jobber are listed in the "assigned to" column of your spreadsheet, the job will be imported as "unassigned".
Can I import a job level custom field?
No, the job import does not support importing custom fields.