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
After exporting your Job list, please share it with our support team via chat. If all required fields are filled out and the file is properly formatted, the import process will be completed within 1-2 business days. However, if the file requires formatting by our team, the estimated time of completion will vary depending on the complexity of the list.
Please visit the Import Guidelines below:
Download sample CSV.
At this time you can not import past service and payment history.