FieldFlow
Settings

Import from another CRM

Bring your customers and job history over. Nothing in FieldFlow is overwritten, and importing the same file twice won't make duplicates.

How it works
  1. 1Pick the system you're coming from.
  2. 2Export your customers (and jobs) from it, following the steps below.
  3. 3Upload the file here and check the columns.
  4. 4Tap Import. Do customers first, then jobs.
1. Where is it coming from?
2. Export from Jobber
Your customers
  1. 1.Log in to Jobber on a computer.
  2. 2.Open Clients in the left menu.
  3. 3.Click More Actions, then Export Clients.
  4. 4.Jobber emails the CSV file to your login email. Download it from that email.
Your jobs (optional)
  1. 1.Open Insights > Reports in the left menu.
  2. 2.Under Work Reports, open the One-off jobs report.
  3. 3.Set the date range to cover all your jobs (e.g. All time).
  4. 4.Click Export to CSV and choose All columns.
  5. 5.Jobber emails the file to your login email. Download it.

Over 1,500 clients arrive as several CSV files in one email. Import each one; repeats are skipped.

3. Upload the file

Start with the customers file. When it's done, come back here and upload the jobs file.