Table of Contents
Overview
Import quotes into Jobber using a CSV (comma-separated values) file to quickly create multiple quotes at once. Importing quotes is useful if you are:
Migrating from another platform
Uploading historical quotes
Creating quotes in bulk from another system
Note: Quote imports create new quotes only. Existing quotes cannot be edited through a CSV import.
Each row in your CSV file represents a single quote, including its line items. During the import, quotes can be mapped to existing clients and properties, or new ones can be created based on the information in your file.
Before importing your quotes, you’ll need to prepare your data in a CSV file. This involves downloading the sample file, entering your quote details into the correct columns, and formatting the file so it can be imported successfully. Taking a few minutes to set up your spreadsheet properly will help prevent errors and ensure your quotes import smoothly.
Prepare your CSV spreadsheet
Start with the sample file to make sure your import is formatted correctly.
Download quote import sample file
You can create and export CSV files using spreadsheet programs like Google Sheets or Excel. Using this template helps reduce import errors.
Open the sample file in a spreadsheet program (like Excel or Google Sheets), then:
Replace the example rows with your invoice data
Enter only accepted values for fields with specific requirements
Save the file as a .csv
Note: Your spreadsheet can contain a maximum of 500 rows. If you have a large number of quotes to import, you may need to break it down into multiple spreadsheets to be imported separately.
Before uploading your file:
- Do not change the column headers (the first row from the sample file must remain unchanged)
- Remove the example rows and replace them with your own data
- Use only accepted values for fields with specific requirements (for example, “Inclusive” or “Exclusive” for tax method)
- Save the file in .csv format using UTF-8 encoding
- Avoid special characters
Import your quote CSV file
To import your quote CSV file:
Go to Quotes from the left navigation
Select More Actions
Click Quote Imports
Review the terms and conditions, then select Begin Import
Upload your CSV file
Review the import preview
Confirm the import
How quote information is imported to Jobber
When you import quotes, Jobber uses the information in your CSV file to either match existing records or create new ones.
How clients are mapped or created
Every quote must be linked to a client. Jobber will either match the quote to an existing client or create a new one.
Jobber uses the following fields in this priority order to find a match:
Jobber Client ID (recommended)
Email address
First + Last Name or Company Name
If multiple fields are provided, the higher-priority field will be used and others ignored.
Matching isn't case-sensitive (for example, “michael” = “Michael”)
Spelling and values must otherwise match exactly
Abbreviations or variations (like “Mike” vs “Michael”) will not match
When a quote for an existing client is imported:
The quote will be linked to the existing client
Other client fields are ignored
Client fields can be left blank
Client data for this client will not change
Create a new client
If no existing client match is found, a new client will be created using the data in your CSV.
The client must include at least a first name or company name to be imported. Additional fields such as email address, phone number, or property address will be added to the new client's profile. Existing clients will not be updated in this case.
How properties are mapped or created
Each quote must also be linked to a property. You can either match the quote to an existing property or create a new one using the data in your CSV.
To create a new property:
Include a property address (at minimum: Street 1)
The address must not already match an existing property
A Jobber Property ID must not be provided
If a Jobber Property ID is included, the quote will be linked to that existing property. If it is left blank, Jobber will create a new property using the address details in your CSV.
Supported columns headings for importing quotes
These are the fields that can be imported into Jobber via CSV. Set up each of these fields as a column header to import data into these fields:
Client fields
Jobber Client ID
Client Title
Client First Name
Client Last Name
Client Company Name
Client Email
Client phone fields
Client Main Phone
Client Home Phone
Client Work Phone
Client Mobile Phone
Client Fax Phone
Client Other Phone
Client SMS Enabled Phone Number
Property fields
Jobber Property ID
Property address fields
Property Street 1
Property Street 2
Property City
Property State/Province
Property Zip/Postal Code
Property Country
Billing address fields
Billing Street 1
Billing Street 2
Billing City
Billing State/Province
Billing Zip/Postal Code
Billing Country
Client communication setting fields
Client Receives Auto Visit Reminders? (TRUE/FALSE)
Client Receives Auto Job Follow-ups? (TRUE/FALSE)
Client Receives Auto Quote Follow-ups? (TRUE/FALSE)
Client Receives Auto Invoice Follow-ups? (TRUE/FALSE)
Client Receives Auto Review Requests? (TRUE/FALSE)
Quote fields
Quote Number
Quote Title
Quote Status (Draft/Awaiting Response)
Quote Message
Quote Internal Note
Quote Introduction Title
Quote Introduction Body
Quote Contract Disclaimer
Discount fields
Quote Discount Type (Unit/Percentage)
Quote Discount Amount (Unit/Percentage)
Deposit fields
Quote Deposit Type (Unit/Percentage)
Quote Deposit Amount (Unit/Percentage)
Tax fields
Quote Existing Tax Rate Name
Quote New Tax Rate Name
Quote New Tax Rate (Percentage)
Tax Method (Inclusive/Exclusive)
Line item fields
For each line item:
Line Item X Category (Service/Product)
Line Item X Name
Line Item X Description
Line Item X Quantity
Line Item X Unit Price
Line Item X Cost Price
Line Item X Taxable (TRUE/FALSE)
Note: Up to 10 line items can be imported per quote.