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How do I transfer my data over to Tradify?

If your Customers and Suppliers are all in your Accounting System already, all you need to do is set up the link between Tradify and your Accounting System, under Settings > Accounting System and then you go to Customers > Options > Import Customer from Accounting System.  The Customers and Suppliers will come across automatically. 

If your customers are not in the Accounting System, then it is a little more complicated.  

Under the "Options" button on the Customers screen, you will notice you can download a template to use for importing data into Tradify manually.  Simply transfer the data you have into that template and then point Tradify to the file through the Import Customers from File option.

If you want to import Job history, there isn't an easy to do this and is therefore not recommended, since the time and effort to do this would be excessive, especially when considering the limited benefit having the history in the system would offer.  If you have access to your Job history in another system, then it is best to reference it there when needed.

If you want to import your current open Jobs, then you can import Job header information, using the "Options" button on the main Jobs screen, but the Job Costs and Invoicing details will need to be manually captured.

Updating existing jobs

If you have a list of jobs that you want to import and update via import again later, then you must ensure you map whatever ID or reference value you have in your file, to either the Reference or one of the four Custom job fields available in Tradify. This will allow you to import a file in future, but selecting the 'Match existing jobs' option and using this field as the 'key' to match in Tradify. This is so that Tradify knows which jobs to update or if the field contains a value that does not already exist then a new job is to be created.

Tips and Tricks

  • Ensure every value used for matching contains a unique ID.
  • Ensure every value used for matching is not empty.
  • Ensure the matching field value in Tradify only appears in one job.

Not all fields can be simply updated via CSV - in some cases the field may need to match with what is already in Tradify. For instance you cannot create a new customer, the value needs to match with a customer name that already exists in Tradify. This table provides further information.

Field

Status

Customer

Needs to match value already in Tradify

Site

Needs to match value already in Tradify

Reference

Can be created

Status

Needs to match value already in Tradify

Pricing Level

Needs to match value already in Tradify

Category #1

Needs to match value already in Tradify

Category #2

Needs to match value already in Tradify

Job Address

Can be created

Latitude

Can be created

Longitude

Can be created

Description

Can be created

Job Contact

Can be created

Job Contact Phone

Can be created

Job Contact Mobile

Can be created

Site Contact

Can be created

Site Contact Phone

Can be created

Site Contact Mobile

Can be created

Custom #1

Can be created

Custom #2

Can be created

Custom #3

Can be created

Custom #4

Can be created

 

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