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Importing Data

How to import Customers, Sites, Equipment and more into Jobable

Joel Caws avatar
Written by Joel Caws
Updated over 7 months ago

Jobable supports importing of data from other systems by using CSV files.

Type's of data you can import:-

  • Customers

  • Sites

  • Contacts

  • Equipment

  • Suppliers

  • Stock

To get started, we recommend you download our Excel import template here.

Watch our help video below to see a run through of the data import process.

In addition to the above, it's import you cleanse your data before trying to import it. We have a seperate help video on cleaning your data which you can watch below:-

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