In this article, you will learn about the lead importing process in Workiz.

Workiz can help save you valuable time by importing various pieces of historical business data — including lead information.

Note: In order to import leads into Workiz, you will first need to enable the Leads add-on from the Marketplace.

To learn more about enabling this add-on, please see this article.

Importing overview

Here's what we can and cannot import for leads:

What we can import	What we CANNOT import
Client information (e.g., name, contact, address, etc.) Job type Job status Ad source Notes Created date Start/end date Custom fields Payment information (e.g., total, cost, payment date, etc.)	Images and files Call and message history Project timelines Line items Service plans Job tags Assigned techs Related estimates, invoices, tasks Note: Estimates and invoices can be imported as standalone entities independent of the jobs on your account. Client custom fields Note: Client custom fields can only be imported when importing clients.

File types

Workiz can only accept flat CSV or XLS/XLSX files for importing purposes. A flat file is a plain text file with each row representing a single, separate entity (e.g., one row = one lead).

A flat CSV cannot have complex hierarchical structures or relationships between separate rows.

When compiling your data, be sure to create a separate file for each entity. If you are requesting an import of clients, jobs, leads, estimates, invoices, and items, you will need to have six separate files.

Preparing your file for import

In order to ensure a smooth and successful data migration, please review this article before creating your import file.

Lead import guidelines

When importing leads into Workiz, you will need to provide information relating to both the lead and relevant client. Please prepare your import file using the exact field names seen below:

Field	Required/optional	Notes
First name	Required
Last name	Required
Company	Optional
Email	Required*	May be optional if phone number is provided instead. Can only contain one email address.
Phone	Required*	May be optional if email address is provided instead.
Secondary phone	Optional
Service address	Required	Can be formatted into one column or individual columns. Must include: Address Unit (optional) City State Zip code Country (optional)
Billing address	Optional	Can be formatted into one column or individual columns. Must include: Address Unit (optional) City State Zip code Country (optional) If the billing address is the same as the service address, leave this column blank.
Allow billing	Optional	Must be formatted as "true" or "false," where true = allow billing enabled and false = allow billing disabled. With this setting enabled, you will be able to close jobs associated with this client despite having an outstanding balance. If not provided, this field will be set to disabled.
Job type	Required	Must match one of the job types that already exist in Workiz.
Lead status	Required	Must match one of the statuses that exist in Workiz.
Lead ad source	Optional	Must match one of the sources that already exist in Workiz.
Lead notes	Optional
Created date	Required	Can be formatted as DD/MM/YY MM:HH AM/PM. If not provided, this will be set to the date of the import.
Lead start date	Required	Can be formatted as DD/MM/YY MM:HH AM/PM. Must include both date and time.
Lead end date	Required	Can be formatted as DD/MM/YY MM:HH AM/PM. Must include both date and time.
Lead custom fields	Optional	Must match one of the custom fields that already exist in Workiz. Follow the guidelines below based on your field type: Dropdown menus: Dropdown options must already exist in Workiz. Numbers: Can only include whole numbers. Checkboxes: Must be formatted as "true" or "false," where true = checked and false = unchecked. Large text: Typically used for note-related text. Images: Cannot be imported. Date: Can be formatted as DD/MM/YY.

Lead import sample file

For more help with putting together your lead import file, please see the attached file below.

Lead import sample file.xlsx