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Data Import from Jobbers

Steps and file requirements for importing client data from Jobber into ServiceBox using Excel or CSV files.

Data Import from Jobber

Is it possible to import data into ServiceBox?

Yes, it is possible. We can import client data into ServiceBox using Excel or CSV files. We assist with importing the following datasets:

  • Customer Data

  • Jobsites linked to customers

  • Historical Work Orders

  • Inventory Items

  • Non-Inventory Items

  • Unit Import

 

Can client data be imported from Jobber into ServiceBox?

Yes, we can import client data from Jobber into ServiceBox. We assist with the following datasets:

  • Customer Data

  • Jobsites linked to customers

  • Historical Work Orders

What do we need from the client to proceed with the data import?

We require the client to download the following files from Jobber so we can analyze the data. Don’t worry about duplicates—ServiceBox automatically eliminates them. Additionally, all files go through a cleansing process before import.

The following files are required from Jobber:

  • Client Contact Info file: Contains customer details such as Name, Display Name, Address, Phone, Email, etc.

  • Client Properties file: Contains data about job sites linked to customers, including customer names and addresses.

  • One-off Jobs Report: Contains historical Work Order data.

What if there are columns in Jobber that don’t exist in ServiceBox?

We can create custom columns in ServiceBox as needed and import the data accordingly.

Example: If a client requires a “Previous Work Order #” column, we can create a custom field called “Historical WO#” and import the data there.

Note: It is important to specify all required custom columns before starting the data import process.

 

How does the data import process work?

  1. We receive the necessary files from the client. These files may vary depending on business needs, software previously used, or data organization.

  2. Our database experts analyze the files to assess data structure and complexity.

  3. Based on the analysis, we estimate the time and effort required and prepare a quote.

  4. The quote is sent to the client for approval. We address any questions during this stage.

  5. Once approved via the ServiceBox portal, we begin the data import.

 

 

Need Help?
Contact support by clicking the Help button in the bottom corner of your screen when logged in or email us at support@jobboxsoft.com.