In this article, you will learn about the estimate importing process in Workiz.
Workiz can help save you valuable time by importing various pieces of historical business data — including estimate information.
Importing overview
| What we can import | What we cannot import |
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Understanding the process
The importing process detailed in this article requires you to prepare your files in order to submit a formal request with our technical support team. This request is typically submitted around the time of your onboarding period to help you get started with Workiz.
- Review the import documentation
- Prepare your files for import
- Submit files to our technical support team
Workiz offers various tools to help with the recurring import of clients, leads, and invoices. To learn more about how you can regularly import data from third-party platforms, please see the following topics:
QuickBooks Online complications
If you are using or plan on using the QuickBooks Online integration in Workiz, it is not recommended to import estimates. This may result in complications with duplicate payment information.
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 estimate).
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.
Estimate import guidelines
When importing estimates into Workiz, you will need to provide information relating to both the estimate 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 | |
| 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:
|
| Billing address | Optional | Can be formatted into one column or individual columns. Must include:
|
| 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. |
| 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. |
| Status | Required | Must match one of the default estimate statuses that already exist in Workiz:
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Payment information (optional)
With estimates, you can also import relevant payment information.
| Field | Required/optional | Notes |
|---|---|---|
| Single total | Required |
Must be the final total after taxes, discounts, tips, and other total-related figures have been calculated. |
| Cost | Optional | |
| Paid amount | Optional | |
| Payment date | Required |
Can be formatted as DD/MM/YY MM:HH AM/PM. Must include both date and time. If not provided, the payment date will be set to the date of the import. |
| Payment method | Required | Must match one of the default payment methods in Workiz:
|
| Payment confirmation | Optional | May be provided for the following payment methods:
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Estimate import sample file
For more help with putting together your estimate import file, please see the attached file below.