Data Importing
Will Jobber ever support importing data from older CRMs, like ServiceCEO, so we can transfer over the data we’ve collected for the past ten years and have all our information in one system? This woul...
Forum Discussion
This can be do e by exporting the list to a spreadsheet and uploading back to jobber after changes are made. I am also looking for a workaround in order to remove old clients from "active" status so we can us campaigns to effectively target clients. Unfortunately we have 13500 clients to sift through and archive if required https://help.getjobber.com/hc/en-us/articles/360043616593-Client-Archiving