Go to Settings > Data Import
Choose your source: CSV, Jobber, or Workiz
Map your columns to Fieldsity fields
Review the preview (duplicates are flagged)
Confirm the import
Only Admins and Managers can import clients.
Import clients from CSV, Jobber, or Workiz using the Data Import tool.
Go to Settings > Data Import
Choose your source: CSV, Jobber, or Workiz
Map your columns to Fieldsity fields
Review the preview (duplicates are flagged)
Confirm the import
Only Admins and Managers can import clients.