Article Content:
Welcome to Rebolt!
To ensure a seamless transition and keep your business running smoothly, you’ll need to export your current data from Jobber. This guide outlines the specific steps and files required to move your information into the Rebolt CRM.
Before You Begin
To ensure complete compatibility with Rebolt, all files must be exported in CSV format.
1. Export Your Clients
Migrating your client database is the first step in setting up your Rebolt account.
Log into Jobber.
Navigate to Reports.
Open the Client Information Report.
Select Export and choose CSV format.
Required Fields:
Client Name, Email, and Phone.
Company Name (if applicable).
Billing Address and Service Address.
Note: After the export, please indicate which address Rebolt should use. Jobber Help Article: Export Client Information
2. Export Recurring Jobs
Exporting your job records allows us to maintain your service history.
Navigate to Reports.
Open the Recurring Jobs Report.
Filter for all jobs (active and completed if needed).
Select Export as CSV.
Critical Requirement: The Job Number is essential for associating quotes and invoices to the correct job.
Jobber Help Article: Recurring Jobs Report
3. Export Quotes (With Line Items)
To properly attach quotes to jobs in Rebolt, each job should have its associated quote exported separately.
Go to Reports.
Select the Quotes Report.
Select Export as CSV.
Important Requirement: Every quote must include the Job Number (if linked) and all Line Items including Description, Quantity, and Price.
Jobber Help Article: Quotes Report
4. Export Invoices
Follow these steps to migrate your invoice history:
Navigate to Reports.
Open the Invoices Report.
Select Export as CSV.
Required Fields: Ensure the Invoice Number, Job Number, Total Amount, and Line Items are included in your export.
Jobber Help Article: Invoices Report
5. Export Price Book
Finally, export your Products & Services list to set up your Rebolt Price Book.
Click the Gear Icon.
Go to Settings.
Click Products & Services in the sidebar.
At the bottom of the page, click Export to CSV.
Jobber Help Article: Products & Services List
Final Steps: Submitting Your Data
Once you have gathered your five CSV files (Clients, Jobs, Quotes, Invoices, and Price Book), please follow these steps to complete your migration:
Contact Support: Reach out to the Rebolt Support team via Chat or email at [email protected].
Attach Your Files: Attach the exported CSV files to your message.
Request Import: Ask our team to begin the import process.
Our team handles the data upload manually to ensure everything maps correctly to your new Rebolt account. We will review your files for line items and email addresses to ensure an accurate migration.
Need Assistance?
If you have questions about the export process, you can refer to Jobber's support team or the help articles linked above.
If you would like a Rebolt expert to review your files before the final migration, feel free to send them over via secure upload or email.