Importing Historical Jobs Into Tradify

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.

Job Template File

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

  • Ensure the customer already exists in Tradify. New customers cannot be created via a job import.

Site

No

  • Ensure the Site already exists in Tradify. New Sites cannot be created via a job import.

Reference

No

  • Limited to 100 characters.

Status

Yes

  • Ensure the Status matches a pre-existing status in Tradify. New Status cannot be created via a job import.

Pricing Level

Yes 

  • Ensure the Pricing Level matches a pre-existing Pricing Level in Tradify. New Pricing Levels cannot be created via a job import.

Category #1

No

  • Ensure the Category matches a pre-existing Category in Tradify. New Categories cannot be created via a job import.

Category #2

No

  • Ensure the Category matches a pre-existing Category in Tradify. New Categories cannot be created via a job import.

Job Address

No

  • You can manually enter a Job Address to display on this job.
  • If left blank, the Job Address will be pulled from the Customer record.

Description

No

  • The description field can include up to 25mb worth of text. Comparatively speaking, you can input well over 10,000 characters of text in this field.

Job Contact Information

No

  • You can update the Job contact information and it will show accordingly on the imported Job. Be aware, it won't update the customer record.

Site Contact Information

No

  • Same as the above 

Custom Fields

No

  • Limited to 100 characters

  

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.

Job_Import_-_1.png

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.

Job_Import_-_2.png

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".

Job_Import_-_3.png

Once the file has been imported, new jobs will be visible in the Job Dashboard view. If you encounter any errors, please contact support.

Job_Import_-_4.png

 

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