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Importing/Exporting Units in ServiceBox

This article explains how to use the Unit Import and Export feature in ServiceBox, which allows users to bulk update or add unit information linked to job sites. It covers how to export existing unit data, fill in or modify the spreadsheet correctly (including required fields and custom field handling), and re-import the file to update or create units efficiently.

ServiceBox has introduced a new feature within the Job Site > Units tab that allows you to export and import units. This works similarly to the Inventory and Quote Items import/export tools.

  • Existing customers can export their current unit records, modify or add new units, and re-import the file.

  • New customers can upload a list of their existing units as long as job site information already exists in ServiceBox.

Note: Units are linked to job sites. Make sure job sites are already created before attempting a unit import.

Where to Start

  1. Log in to your ServiceBox site.

  2. In the left-hand menu, click Job Sites.

  3. Open the relevant Job Site.

  4. Click on the Units tab.

  5. You'll see Export and Import buttons.

Exporting the Unit File

Click the Export button. ServiceBox will download an Excel file titled something like:
ServiceBox Units for [Job Site Name].xlsx

  • If the file opens in Protected View, click Enable Editing at the top.

The file will reflect the data currently stored in ServiceBox for that job site’s units.

 

Updating the Exported Excel Spreadsheet

Open the file and update or enter your unit data.

Do not change the ID column — it is system-generated.

Required Fields

  • Name*: The name of the unit. Must match exactly if you're updating an existing unit.

  • Job Site Display Name*: The name of the job site. Must match what is already in ServiceBox.

  • Customer Display Name*: Same as above — must match exactly.

Optional Fields

  • Description

  • Location

  • Contract Type: Must match one of the dropdown values from the Add Unit form in ServiceBox.

  • Contract Amount

  • Service Interval: Also from dropdown values.

  • Custom Fields: If you’ve added custom fields through Settings, they’ll appear as additional columns.

Tips for Finding Accurate Data

To find Customer Display Name:

  • Open the customer in ServiceBox

  • Click Edit

  • Copy the display name as it appears

To find Job Site Display Name:

  • Click the Job Sites tab

  • Open the relevant job site

  • Click Edit

  • Copy the display name from the form

To find current values for Contract Type, Service Interval, or other dropdowns:

  • Open a unit

  • Navigate to the Details tab

  • Copy values directly from the dropdown fields

Importing the File Back into ServiceBox

Once your spreadsheet is updated:

  1. Click the Import button on the Units tab.

  2. Click Choose File and select your updated spreadsheet.

  3. Click Import.

You’ll see a confirmation message at the top right of your screen.

 

What Happens After Import

The user who imported the file will receive a confirmation email. This will indicate whether:

  • The import completed successfully, or

  • There were any errors (with row numbers for easy review)

For example:
“Import complete. Row 4 was skipped due to a missing job site.”

If you run into issues, contact support@jobboxsoft.com for help troubleshooting.