Clients
Choose Customers
Required
- Client name, company, or email
Recommended
- Phone
- Property address
- Archived status
- Internal notes
Notes
- Archived clients import as inactive customers instead of disappearing.
Jobber import guide
Jobber Import Guide
Use the Jobber source for client, job, invoice, quote, and products/services exports. Jobber files often include flattened line-item rows, so True Blue Service groups related rows during import.
Recommended order
- 1Clients
- 2Jobs
- 3Invoices
- 4Quotes as estimates
- 5Products/services pricebook anytime
Import notes
These notes explain how this source is handled before you review the final mappings.
Things to know
- Jobber products/services exports can be mixed, not services-only.
- Invoice and quote files may repeat invoice or quote headers for each line item.
- Customer stubs created from jobs, invoices, or quotes include source tags and notes.
Imported when available
- Jobber client IDs
- Job numbers
- Line items
- Internal notes
- Taxable flags
- Source tags
Not imported
- Unsupported custom report totals
- Blank rows
Pick the import type
Pick the matching source first, then choose the import type shown below. You can still review and adjust the column mapping before saving records. The names in the picker match the in-app import tool.
Jobs
Choose Jobs
Required
- Client name or client ID
- Job number, date, title, address, or amount
Recommended
- Status
- Start date
- End date
- Work order number
- Line items
Notes
- Missing status is defaulted from the job date so old jobs do not clutter the live schedule.
Quotes
Choose Estimates
Required
- Client identity
- Quote number, date, or total
Recommended
- Status
- Deposit
- Line item taxable flag
- Internal note
- Property address
Notes
- Quote internal notes and taxable line-item flags are preserved where possible.
Products/Services
Choose Mixed Pricebook
Required
- Name
- Category or item type
Recommended
- Description
- Unit price
- Taxable
- Product or service category
Notes
- Jobber product rows import as supplies. Service rows import as services.
Ready to import?
The import tool is available inside your account. If you are already signed in, this opens the app; otherwise you will be asked to sign in first.