Table of Contents
Overview
You can import invoices into Jobber using a CSV (comma-separated values) file. Importing invoices lets you create multiple invoices at once instead of entering them manually.
This is helpful if you’re:
Moving invoice data from another system
Uploading past invoices for record keeping
Creating invoices in bulk from an external tool
Each row in your CSV file represents a single invoice, including its line items. During the import, invoices can be matched to existing clients and properties, or new ones can be created based on the information in your file.
Before importing your invoices, you’ll need to prepare your data in a CSV file. This involves downloading the sample file, entering your invoice 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 invoices import smoothly.
Prepare your CSV spreadsheet
Start with the invoice sample file to make sure your import is formatted correctly.
Download invoice import sample file
Each row in your spreadsheet represents one invoice.
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.
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
Tips:
- 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
- Avoid special characters
Import your invoice CSV file
To import your invoice CSV file:
Go to Invoices from the side navigation.
Select More Actions.
Click Invoice Imports.
Review the terms and conditions, then select Begin Import.
Upload your CSV file.
Review the import preview.
Confirm the import.
How invoice information is imported to Jobber
When importing, Jobber will either match to existing clients and properties or create new ones.
Clients
Invoices must be connected to a client.
For an invoice to map to an existing client, it must use the same Jobber client ID. When an invoice is imported for a client with a matching client ID:
The invoice is linked to the existing client
Other client fields are ignored
Client data for this client will not be changed
Note: The invoice import cannot modify client's existing data, so if a client exists, the invoice will be imported under them and their information will remain unchanged.
If you are not using the client ID field to map clients, it's possible to import invoices for existing clients using these fields:
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
If no match is found a new client will be created using the information in your CSV.
Properties
Invoices can also be linked to a property.
For an invoice to map to an existing client, it must have the same Property ID field.
You can also match using the full property address, but it must match exactly (no abbreviations).
When no existing properties are matched during the import, a new property will be created.
Supported column headings to import invoices
These are the fields that can be imported into Jobber through the invoice import. Add each relevant field as a column header in your CSV spreadsheet to import data into these fields.
Note: Column headers must match exactly.
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)
Invoice fields
- Invoice number
- Invoice subject
- Invoice Status (Draft/Sent/Paid)
- Invoice Issued Date
- Invoice Due Date
Discount fields
Quote Discount Type (Unit/Percentage)
Quote Discount Amount (Unit/Percentage)
Tax fields
Quote Existing Tax Rate Name
Quote New Tax Rate Name
Quote New Tax Rate (Percentage)
Tax Method (Inclusive/Exclusive)