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Job Import
Catherine avatar
Written by Catherine
Updated over 11 months ago

The GorillaDesk team will format & import your data at no additional charge for you once you're a paid subscriber.

Here are the available import fields:

  • Account #

  • First Name

  • Last Name

  • Company Name

  • Customer tag
    ​

  • Phone #1

  • Phone #2

  • Email
    ​

  • Service Address

  • Line 2

  • City

  • State

  • Zip

  • Location Note

  • Location Tax

  • Location Tag

  • Bill First Name

  • Bill Last Name

  • Bill Address 1

  • Bill Address 2

  • Bill City

  • Bill State

  • Bill Zip

  • Service Name

  • Job Repeat

  • Job start date

  • Repeat Job Time

  • Always confirmed

  • Assigned to (username)

  • Invoice Repeat

  • Invoice Line Item

  • Item Value

  • Item Tax
    ​

  • Account Balance

  • Top note

  • Customer note

  • Job note

Download sample CSV.

At this time you can not import past service and payment history.

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