Create a CSV for Job History Import
You have been in business for a long time and you have job history that you would like to have populated in the FieldAware solution. Alternatively, if you have job history in another software package and would like to bring that job history over as you transition to the FieldAware solution. Then, the job history import function is designed to meet exactly what you need.
It is recommended to enter Customers imports first, Assets imports second and the Job History/Quotes/Jobs imports third. If these imports are attempted in any other order, there will be errors during the importing process. Tasks, Items and Suppliers can be imported in any sequence without issues. Contacts, Locations and Users can only be used to update a record. You cannot create a new record with these imports.
Add job history using the CSV Job History Import Template requires ‘View Import Export’ enabled in either ‘Role or User Roles & Rights’ security settings.