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