Import Your Existing Data

What this guide covers

This guide explains how to import your existing business data into JobsiteOn using CSV files. You will learn how to prepare your data, map columns to JobsiteOn fields, review imports before they commit, and handle common errors. JobsiteOn supports importing contacts, properties, and pricebook items.

Before you begin

• You need an Owner or Admin role to run imports
• Prepare your data in CSV (comma-separated values) format
• Each import type has a downloadable template you can use as a starting point

Step 1: Access the import tool

1. Click Settings in the sidebar
2. Select the Data tab
3. Click Import Data

Screenshot: Import Data page showing three import options as cards: "Import Contacts", "Import Properties", and "Import Pricebook Items" with a description and "Start Import" button on each

Step 2: Download the template

Before preparing your file, download the CSV template for the data type you want to import. The template includes all supported column headers with example rows.

1. Click the import type you want (e.g., Import Contacts)
2. Click Download Template
3. Open the downloaded CSV file in Excel, Google Sheets, or any spreadsheet app

Tip: Always use the template as your starting point. It ensures your column headers match exactly what JobsiteOn expects, which prevents mapping errors during import.

Step 3: Prepare your contacts CSV

The contacts template includes these columns:

Column	Required	Description
first_name	Yes	Contact's first name
last_name	Yes	Contact's last name
email	No	Email address
phone	No	Primary phone number
company	No	Company or business name
type	No	"customer", "vendor", or "lead"
notes	No	Free-text notes

Note: Duplicate detection runs on email address. If a contact with the same email already exists, the import skips that row and reports it as a duplicate.

Step 4: Prepare your properties CSV

The properties template includes:

Column	Required	Description
address	Yes	Street address
city	Yes	City name
state	Yes	State abbreviation
zip	Yes	ZIP or postal code
contact_email	No	Links the property to an existing contact
property_type	No	"residential" or "commercial"
notes	No	Free-text notes about the property

Tip: If you include contact_email, JobsiteOn links the property to the matching contact automatically. Make sure the email matches a contact that already exists or is included in a contacts import you run first.

Step 5: Prepare your pricebook CSV

The pricebook template includes:

Column	Required	Description
name	Yes	Item name (e.g., "Drain Cleaning")
description	No	Detailed description
type	Yes	"service" or "material"
unit_price	Yes	Price per unit in dollars
unit	No	Unit of measure (e.g., "each", "hour", "sqft")
taxable	No	"true" or "false"

Step 6: Upload and map columns

1. Click Start Import on the relevant card
2. Drag and drop your CSV file or click Browse to select it
3. JobsiteOn reads the file and shows a column mapping screen
4. Verify that each CSV column is mapped to the correct JobsiteOn field
5. Fix any unmatched columns by selecting the right field from the dropdown

Screenshot: Column mapping screen showing CSV headers on the left ("First Name", "Last Name", "Email") mapped to JobsiteOn fields on the right with green checkmarks for matched columns and a yellow warning for one unmapped column

Animation: A user dragging a CSV file onto the upload area, the file parsing, and the column mapping screen appearing with auto-matched fields

Step 7: Preview and confirm

After mapping, JobsiteOn shows a preview of the first 10 rows so you can verify the data looks correct.

• Green rows are ready to import
• Yellow rows have warnings (e.g., missing optional fields)
• Red rows have errors (e.g., missing required fields)

Screenshot: Import preview table showing 10 rows of contact data with green checkmarks on 8 rows, a yellow warning icon on 1 row, and a red error icon on 1 row with an error message "Missing required field: last_name"

Review the preview carefully. When satisfied, click Confirm Import.

Step 8: Review the import summary

After the import completes, JobsiteOn shows a summary:

• Imported -- Number of records successfully created
• Skipped (duplicates) -- Records that matched existing data
• Failed -- Records with errors that could not be imported

Note: You can download a CSV of failed rows, fix the errors, and re-import just those rows. This saves you from re-uploading your entire file.

Import order matters

If your data is interconnected, import in this order:

1. Contacts first -- So contact records exist for property linking
2. Properties second -- Properties can reference contacts by email
3. Pricebook items third -- These are independent but useful for job and quote creation

Troubleshooting

The upload fails with a format error

Make sure your file is saved as UTF-8 encoded CSV. Some spreadsheet apps default to other encodings. In Excel, use Save As and select "CSV UTF-8" as the format.

Column mapping shows all fields as "Unmapped"

Check that your CSV uses the exact column headers from the template. Headers are case-sensitive. "First Name" does not match "first_name". Use the downloaded template headers exactly.

Import runs but no records appear

Check the import summary for skipped duplicates. If all records were flagged as duplicates, your data may already exist in JobsiteOn. Verify by searching for a few records in the Contacts or Properties module.

Related articles

• Complete Your Workspace Setup
• Glossary of JobsiteOn Terms
• Your First Week Checklist
• Set Up Your Company Profile