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 would help streamline our operations and make it easier to transition without losing important historical data. It's hard to have data in multiple places and not have data on hand when needed makes minor tasks extremely time consuming and tedious? Please say yes 🙌
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
While importing in bulk is very helpful, I would love to see the option to bulk archive clients.
When I connected my Quickbooks account, it imported way more contacts that turned into Leads. I need to clean up Quickbooks (another issue) but bulk editing would be very nice to have.
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!
