Importing past jobs from a spreadsheet

Use this if your old jobs are in a spreadsheet, or in software that can export a jobs list. Coming from Blinkbid, use its jobs list and PDFs instead: see Moving from Blinkbid.

1. Fill in the template

1. Click Settings in the side menu, then Import.
2. Under Jobs spreadsheet, from any software, click Download the template.
3. Open it in Numbers or Excel.
4. Fill in one row for each job. Or paste in a list exported from your old software, under the matching headings.
5. Save it, as a spreadsheet or as CSV.

The columns

• Job number: the only column you must fill in.
• Business name: which of your business names the job belongs to. Leave it empty if you choose one when importing.
• Job name, Client, Contact, Contact email and Date.
• Status: Estimate, Lost, Invoiced or Paid. Empty counts as Estimate.
• Total before tax and Tax: the amounts. Leave them empty to bring in the job only.
• Currency: such as GBP, EUR or USD. Empty uses your home currency.

2. Import it

1. Go back to Settings, then Import.
2. Under Jobs spreadsheet, from any software, choose the Business name, unless the file has that column.
3. Click Choose file and pick the spreadsheet.
4. Check the list of jobs that appears.
5. Click Import, followed by the number of jobs.

What you get

• Each job, with its client and contact. New clients and contacts are added.
• A job with a total gets a one line estimate or invoice for that amount, with its tax, so your reports and the accountant pack include it.
• Invoiced jobs older than three months are marked paid, unless you untick that box.
• New jobs you make carry on numbering after the highest number brought in.
• Importing the same spreadsheet again adds nothing twice.