In Tradify, you're able to import historical Jobs. However, only the Job header information can be imported (this header information covers basic Job details).
Details like costs, labour, images, scheduled appointments, adding staff members & invoices will all need to be captured manually once the job has been imported & created.
How to Format Your Historical Jobs for Importing
Tradify requires a CSV format file (Comma Separated Values). For ease of use, please use the template supplied below.
Not all fields on the import template are required. Also, there are others that have certain rules to adhere to.
If you’re unsure at all, please use the table below as a reference.
Field |
Is this field mandatory? | Rules |
Customer |
Yes |
|
Site |
No |
|
Reference |
No |
|
Status |
Yes |
|
Pricing Level |
Yes |
|
Category #1 |
No |
|
Category #2 |
No |
|
Job Address |
No |
|
Description |
No |
|
Job Contact Information |
No |
|
Site Contact Information |
No |
|
Custom Fields |
No |
|
How to Import your Jobs into Tradify
To import your Job Template, head over to Jobs > select the Options tab > then select Import Jobs from File.
Click "Choose CSV File" and add the relevant import template. Then select "Start Matching".
Important Note: Please ensure"Match existing jobs using" is disabled. This toggle should only be used when updating existing jobs (covered below).
Additionly, If your file excludes column headers, please untick My CSV has a header row.
Note: Tradify will open the CSV file, examine its contents and match the rows accordingly. If you need to change the matched order, click the X icon on the right-hand side of the row and then drag & drop the relevant field into its place.
Once the columns have been matched correctly, click on "Import Job File".
Once the file has been imported, new jobs will be visible in the Job Dashboard view. If you encounter any errors, please contact support.