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Importing Data

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

Written by Joel Caws
Updated over 2 weeks 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

Already got customers on your accounts platform? See how to import from Quickbooks or Xero

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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