Importing jobs can be a great way to simplify the input of jobs and customer information, especially in situations where you have a large customer base with an equally large amount of data.
To start the import process, navigate to the customer view by hovering over the Jobs tab in the toolbar and selecting All Jobs
In the All Jobs menu, look for a green icon towards the top of the screen. This will be your import button. Click this and it will take you to the import menu
Before you begin to import your jobs into ServiceWorks, you must first ensure that they’re within the right file type (.csv) and formatting style.
To view the correct format that your data needs to be in, click on the download sample file here. The example file should begin to download, and once it is finished, you can open the file to view the correct format in which to import your data.
Converting Your Data:
Once you’ve entered your related customer information in the same format as the sample file , it’s time to correctly export the file into the .csv format.
Follow these steps to do so:
In your spreadsheet viewer, on the File tab, click Save As
In the Save As dialog box, select CSV (Comma delimited) from the Save as type drop-down menu
Click Save
In the following menu, you’ll be able to upload your customer data. To ensure that the data import occurs properly, make sure the columns match both the drop-down in the section and the previous sample file.
Once you’ve mapped all the columns to their corresponding titles, click the Import button to complete the process. Your newly imported jobs should start to appear momentarily in the schedule and All Jobs page.
Here’s some examples of how your import will work in specific situations:
Exact Match:
If a product you’re importing has all the same details as one already in the system (Model, Serial Number, etc.), the system will link the job to that existing product instead of creating a new one.
Partial Match:
If a product has a matching Model and Serial Number but different product details, the system will update the existing product with the new information rather than creating a duplicate.
Partial Mismatch:
If only the brand and model number match, the system will recognize this as a new product and will create a new entry for it.
Multiple Products:
The system will correctly match jobs to the right product even when a single customer has several different products on file.
Product Swaps:
If a product is imported for a new customer but was previously associated with another, the system will link the product to the new customer and mark the old association as inactive.
Missing Information:
Don’t worry if a job import is missing product details. The system will still create the job, and it won’t mistakenly add a blank product to your customer’s profile.
Mixed Imports:
When importing a batch of jobs with different scenarios (matches, mismatches, or missing info), the system will handle each row correctly according to the order of import operations.
Important info regarding importing jobs with Parent & Sub-customers
When importing jobs with parent and sub-customers assigned, please keep the following guidelines in mind to ensure a smooth and error-free import process:
– If an imported sub-customer has their “Billable To Self” field set as no, their jobs will imported with the parent customer being billed
– If the Account Number, Customer Name, or Company Name do not match, then neither the job nor customer information will be imported
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
Phone: 636-220-4363 Ext #1
