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
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
