---
title: Advance Unit Import/Export
description: Advance Unit Import/Export
---

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# Advance Unit Import/Export

## ServiceBox has introduced a new feature: Advanced Unit Import and Export. This feature improves how users manage unit data by allowing bulk import and export across multiple job sites and customers. In this article, we’ll walk through why it was introduced, how it benefits users, and how to use it effectively.

### **Why ServiceBox Introduced Advanced Unit Import and Export**

Previously, ServiceBox allowed unit imports using a spreadsheet, but only at the **individual job site level,** a time-consuming process for customers with large data sets. To streamline this, the **Advanced Unit Import and Export** feature was developed, allowing users to upload or export **all units in bulk**, across jobs and customers.

### **Using the Advanced Unit Import and Export Feature**

#### **Step 1: Generate the File**

- Navigate to **Advanced Unit Import Export** in ServiceBox.

[![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-May-26-2026-06-25-22-7223-PM.png?width=1896&height=597&name=image-png-May-26-2026-06-25-22-7223-PM.png)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19111586179/original/4Z1NjMlG10ajVfPisaaZyXFzOYmui80xxg.png?1686764186)

 

- Click the **Export** button to download an Excel spreadsheet.

[![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-May-26-2026-06-25-45-1614-PM.png?width=479&height=261&name=image-png-May-26-2026-06-25-45-1614-PM.png)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19111586675/original/B35jiRueSi9N6iKWtSAJGXzH407Ewcewrg.png?1686764831)

 

- **New Customers**: The spreadsheet will be blank.
- **Existing Customers**: Your current unit data will be pre-populated.

#### **Step 2: Update the Spreadsheet**

- Open the exported file and click **Enable Editing** to make changes.

[![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-May-26-2026-06-27-42-2637-PM.png?width=1905&height=362&name=image-png-May-26-2026-06-27-42-2637-PM.png)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19111520711/original/w5zruwl7DsUU2g0bgb2_LoFbBvoHdekm_g.png?1686677940)

 

The spreadsheet contains columns for:

- ID (auto-generated by ServiceBox – **do not edit this**)
- Job Site Display Name
- Customer Display Name
- Unit Name
- Description
- Location  
  Optional columns may include:
- Contract Type
- Contract Amount

> ✅ **Mandatory fields**: *Job Site Display Name, Customer Display Name, and Unit Name*

![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-May-26-2026-06-30-06-1873-PM.png?width=1877&height=317&name=image-png-May-26-2026-06-30-06-1873-PM.png)

#### **Step 3: Find the Required Display Names**

To ensure your import succeeds, the *Customer Display Name* and *Job Site Display Name* in the spreadsheet must exactly match what’s set up in ServiceBox.

**To find the Customer Display Name:**

- Open the customer record in ServiceBox
- Click the **Edit** button

[![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-May-26-2026-09-02-21-3724-PM.png?width=1719&height=682&name=image-png-May-26-2026-09-02-21-3724-PM.png)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19111586271/original/73u-9QggqpbQhN1zHVFV3282PUewQ-uS8g.png?1686764325)

 

- Copy the **Customer Display Name** from this screen and paste it into your spreadsheet

[![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-May-26-2026-09-02-55-8874-PM.png?width=1418&height=867&name=image-png-May-26-2026-09-02-55-8874-PM.png)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19111586403/original/9KuawxAwO26r_rz29yGZegdYFz_Q4CC1vQ.png?1686764488)

**To find the Job Site Display Name:**

- Go to the **Job Site** tab

[![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-May-26-2026-09-03-36-4925-PM.png?width=1817&height=627&name=image-png-May-26-2026-09-03-36-4925-PM.png)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19111586449/original/VCViW985Mx4d5l0Ozi8KgOc7slou3Z8ISg.png?1686764562)

- Open the Job Site and click **Edit** and Copy the **Job Site Display Name** from this screen and paste it into your spreadsheet.

![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-May-26-2026-09-04-51-4791-PM.png?width=1600&height=881&name=image-png-May-26-2026-09-04-51-4791-PM.png)<https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19111586579/original/-uevej_yRLqKaPaMJearnfB-G84I3zXH1A.png?1686764720>

#### 4. **Add Unit Information**

- Fill in the **Unit Name** field.
- Add other optional fields like description, location, or contract details as needed

#### 5. **Save & Import the File**

- Save the file in the **same format** it was exported in.
- Return to **Advanced Unit Import Export** in ServiceBox.
- Click the **Import** button, choose your file, and upload it.
  
  ![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-May-26-2026-09-06-19-5264-PM.png?width=893&height=642&name=image-png-May-26-2026-09-06-19-5264-PM.png)

**ServiceBox will:**

- Process the import
- Email you confirmation or list any errors
- Display newly imported units in the relevant Job Sites

---

### **Need Help?**

If you have any questions or need support, please click the Help button in your ServiceBox account or email us at **support@getservicebox.com**.

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