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 Import Jobs into Tradify

To import your Job Template:

1. 1. Go to the "Jobs" section.
   2. Select the "Options" tab.
   3. Choose "Import Jobs from File."
   4. Click on "Choose CSV File" and locate the relevant import.
   5. Click "Start Matching."

Important Note: Make sure that the "Match existing jobs using" toggle is disabled. This option is only used when updating existing jobs.

If your file does not include column headers, deselect the option "My CSV has a header row."

Note: Tradify will open the CSV file and analyse its contents to match the rows correctly. If you need to change the order of the matched fields:

1. Click the "X" icon on the right-hand side of the row.
2. Drag and drop the relevant field into its place.

Once the columns have been matched correctly, click on "Import Job File."

After the file has been imported, the new jobs will be visible in the Job Dashboard view.

If you encounter any errors during the import process, please contact support.

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.