Import and Export Settings

What this guide covers

This guide explains how to import data into JobsiteOn using CSV files and how to export your workspace settings configuration. Importing is useful when migrating from another platform, and exporting helps you back up your configuration.

Before you begin

• You need Owner or Admin permissions.
• Prepare your CSV files according to the required format before importing.

Importing data

Step 1: Open import settings

1. Go to /settings.
2. Under the Workspace group, click Data.
3. Click Import Data.

Screenshot: The import data panel showing options to import Contacts, Properties, Jobs, and Pricebook Items, each with an Upload CSV button.

Step 2: Download the template

Click Download Template for the entity type you want to import. The template CSV includes the required column headers and sample rows.

Step 3: Fill in the template

Open the template in a spreadsheet application. Fill in your data following the column headers. Required fields are marked with an asterisk.

Step 4: Upload and preview

1. Click Upload CSV for the entity type.
2. Select your filled-in CSV file.
3. A preview table shows the first 10 rows with field mapping.
4. Review the preview for errors.

Animation: Uploading a contacts CSV and seeing the preview table with matched columns highlighted in green and unmatched columns in yellow.

Step 5: Confirm import

Click Import to process the file. A progress bar shows the import status. After completion, a summary shows how many records were created, updated, or skipped.

Exporting settings

Step 1: Export configuration

1. Go to /settings > Workspace > Data.
2. Click Export Settings.
3. A JSON file downloads containing your workspace configuration: tax rates, email templates, business hours, dispatch rules, and custom fields.

Tip: Export your settings before making major configuration changes. If something goes wrong, you have a backup to reference.

Related articles

• Export Your Data
• Create Custom Fields
• Navigate the Settings Page