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Importing Data into Service Box from Jobbers

This article outlines the process for importing customer and jobsite data into ServiceBox from Jobber using CSV or Excel files.

Summary

This article outlines the process for importing customer and jobsite data into ServiceBox from Jobber using CSV or Excel files.

 

Importing Data into ServiceBox from Jobber

Is it possible to import data into ServiceBox?

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

  • Customer Data

  • Jobsites linked to customers

  • Historical Work Orders

  • Inventory Items

  • Non-Inventory Items

  • Unit Import


Can data be imported from Jobbers into Service Box for clients?

Absolutely. We can import the following datasets from Jobber into ServiceBox:

  • Customer Data

  • Jobsites linked to customers

  • Historical Work Orders


What is required from the client to proceed with the data import process?

Clients will need to download specific files from Jobber for us to analyze. Don't worry about duplicates—ServiceBox automatically eliminates them. All files are also thoroughly cleaned before being integrated.

The required files from Jobber include:

  • Client Contact Info: Customer Name, Display Name, Address, Phone, Email, etc.

  • Client Properties: Customer Name, Linked Jobsites, Address, etc.

  • One-off Jobs Report: Historical Work Orders and their related data.


What if there are columns in Jobbers that are not available in Service Box?

Not a problem. We can create custom columns in ServiceBox according to your needs. For example, if a "Previous Work Order #" column is needed, we can create a custom column labeled "Historical WO#" and import the data there.


Important: All desired custom columns must be specified before the data import begins to ensure a seamless process.


How does the data import process work?

  • We receive files from the client, depending on their needs and previous software.

  • Our database experts analyze the data for complexity.

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

  • We send the quote to the client and answer any questions.

  • Once the quote is approved through 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.