Importing Historical Jobs allows you to import previous job records into Formitize, helping you keep your historical customer and job information accessible alongside your current jobs.
To import Historical Jobs in the Web Portal > Jobs > Import Jobs > Select Click here to upload > Upload your CSV file > Review and configure the Client, Schedule, Job Details, Status, Forms and Pre-populate information > Once you have reviewed the job information, select Import.
During the import setup, you can configure information such as the Client and Location, Job Dates, Job Type, Job Title, Job Number, Status, Date Completed and Forms to ensure your historical jobs are imported with the correct information.
Please note: Only one Job Type can be imported at a time. If you have historical jobs across multiple Job Types, these will need to be separated and imported individually.
Once the import is complete, your historical job records will be available within Formitize alongside your current jobs.