How to import Materials and Clients

This article will show you how to import materials and clients into your account using a CSV spreadsheet. You may not need to do this task if you have connected your ServiceM8 account to Xero, QuickBooks Online, or MYOB, as your items & clients are automatically imported from your accounting software as part of the connection process.

 

How to Import Materials/Items

Go to Settings, then Materials & Services

 

1.png

 

Click 'Bulk Import'

 

2.png

 

Download and open the import spreadsheet template

12.png

 

Replace the column headings in your materials/items spreadsheet with the headings from the template

 

4.png

 

Save the file, go back to ServiceM8, upload your file and click 'Next'

 

13.png

 

Check that your file's data has been mapped to the correct Material Fields, then click 'Next'

 

6.png

 

ServiceM8 will validate the file. Once it's finished, click 'Next' to import

 

8.png

 

The materials/items will be imported

 

9.png

 

Once finished, you can search and add imported materials/items in a job card

 

10.png

 

How to Import Clients/Contacts

Go to Clients, then click 'Bulk Import'

11.png

 

Follow the same steps (above) as bulk importing Materials & Services.

 

20 out of 41 found this helpful