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
I've found a few Jobber support docs that can help with this:
Hope this helps!
Correction I apologize I mean importing job history and data such as old estimates and invoices to look back into. I had to do the import the way shown in the link you attached but leaves out crucial info for companies coming over from other crms
This would be nice!
Sorry Badger for the confusion in my original post. (My thoughts didn't translate into my fingers while I typed my question lol). Yea cause right now I have hcp as a library to look up estimates or past work orders at customers homes. Which isn't cost effective or efficient. Serviceceo went of out of business after ten years and we were left with having to make a choice and they gave us a zip file with all our data but that means nothing if we can't get it in properly.
What line of work are you in?Kindest Regards
Krys
When the data is complicated and unique per business it's difficult to import when im not an expert lol. I can't transfer over any prior work history prior estimates or crucial info from ten years of business from a crm that shut down, serviceceo.
So not only am I paying jobber membership, I also have Housecall Pro as a library and it defeats the purpose and I'm spending more money for no reason. For the membership price and from what I was initially told with jobber this shouldn't be the case. It's frustrating and disappointing with almost 9000 contacts n a ton of data.
However, I really appreciate you replying and going out of your way to try to help another business out.Means a lot!!! Thank you!!!
