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Import Invoices

Last updated: May 22, 2026

Overview

You can import invoices into Jobber using a CSV (comma-separated values) file. Importing invoices lets you create multiple invoices at once instead of entering them manually.

This is helpful if you’re:

  • Moving invoice data from another system

  • Uploading past invoices for record keeping

  • Creating invoices in bulk from an external tool

Each row in your CSV file represents a single invoice, including its line items. During the import, invoices can be matched to existing clients and properties, or new ones can be created based on the information in your file.

Before importing your invoices, you’ll need to prepare your data in a CSV file. This involves downloading the sample file, entering your invoice details into the correct columns, and formatting the file so it can be imported successfully. Taking a few minutes to set up your spreadsheet properly will help prevent errors and ensure your invoices import smoothly.

Prepare your CSV spreadsheet

Start with the invoice sample file to make sure your import is formatted correctly.

Download invoice import sample file

Each row in your spreadsheet represents one invoice.

Note: Your spreadsheet can contain a maximum of 500 rows. If you have a large number of quotes to import, you may need to break it down into multiple spreadsheets to be imported separately.

Open the sample file in a spreadsheet program (like Excel or Google Sheets), then:

  1. Replace the example rows with your invoice data

  2. Enter only accepted values for fields with specific requirements

  3. Save the file as a .csv

Tips:

  • Do not change the column headers (the first row from the sample file must remain unchanged)
  • Remove the example rows and replace them with your own data
  • Avoid special characters

Import your invoice CSV file

To import your invoice CSV file:

  1. Go to Invoices from the side navigation.

  2. Select More Actions.

  3. Click Invoice Imports.

  4. Review the terms and conditions, then select Begin Import.

  5. Upload your CSV file.

  6. Review the import preview.

  7. Confirm the import.

Once your import starts, it runs in the background so you can navigate away and return to check on its progress. If you need to stop it, select Cancel Import and then Confirm. The import will be deleted and any data already imported will be reverted.

How invoice information is imported to Jobber

When importing, Jobber will either match to existing clients and properties or create new ones.

Clients

Invoices must be connected to a client. 

For an invoice to map to an existing client, it must use the same Jobber client ID. When an invoice is  imported for a client with a matching client ID:

  • The invoice is linked to the existing client

  • Other client fields are ignored

  • Client data for this client will not be changed

Note: The invoice import cannot modify client’s existing data, so if a client exists, the invoice will be imported under them and their information will remain unchanged. 

If you are not using the client ID field to map clients, it’s possible to import invoices for existing clients using these fields:

  1. Email address 

  2. First + Last Name or Company Name

If multiple fields are provided, the higher-priority field will be used and others ignored.

  • Matching isn’t case-sensitive (for example, “michael” = “Michael”)

  • Spelling and values must otherwise match exactly

  • Abbreviations or variations (like “Mike” vs “Michael”) will not match

If no match is found a new client will be created using the information in your CSV.

Properties

Invoices can also be linked to a property.

For an invoice to map to an existing client, it must have the same Property ID field.

You can also match using the full property address, but it must match exactly (no abbreviations). 

When no existing properties are matched during the import, a new property will be created.

Supported column headings to import invoices

These are the fields that can be imported into Jobber through the invoice import. Add each relevant field as a column header in your CSV spreadsheet to import data into these fields. 

Note: Column headers must match exactly. 

Client fields

  • Jobber Client ID

  • Client Title

  • Client First Name

  • Client Last Name

  • Client Company Name

  • Client Email

Client phone fields

  • Client Main Phone

  • Client Home Phone

  • Client Work Phone

  • Client Mobile Phone

  • Client Fax Phone

  • Client Other Phone

  • Client SMS Enabled Phone Number

Property fields
  • Jobber Property ID
Property address fields

  • Property Street 1

  • Property Street 2

  • Property City

  • Property State/Province

  • Property Zip/Postal Code

  • Property Country

Billing address fields

  • Billing Street 1

  • Billing Street 2

  • Billing City

  • Billing State/Province

  • Billing Zip/Postal Code

  • Billing Country

Client communication setting fields

  • Client Receives Auto Visit Reminders? (True/False)

  • Client Receives Auto Job Follow-ups? (True/False)

  • Client Receives Auto Quote Follow-ups? (True/False)

  • Client Receives Auto Invoice Follow-ups? (True/False)

  • Client Receives Auto Review Requests? (True/False)

Invoice fields
  • Invoice number
  • Invoice subject
  • Invoice Status (Draft/Sent/Paid)
  • Invoice Issued Date
  • Invoice Due Date
Discount fields

  • Quote Discount Type (Unit/Percentage)

  • Quote Discount Amount (Unit/Percentage)

Tax fields

  • Quote Existing Tax Rate Name

  • Quote New Tax Rate Name

  • Quote New Tax Rate (Percentage)

  • Tax Method (Inclusive/Exclusive)

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