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Import Quotes

Last updated: May 22, 2026

Overview

Import quotes into Jobber using a CSV (comma-separated values) file to quickly create multiple quotes at once. Importing quotes is useful if you are:

  • Migrating from another platform

  • Uploading historical quotes

  • Creating quotes in bulk from another system

Note: Quote imports create new quotes only. Existing quotes cannot be edited through a CSV import.

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

Before importing your quotes, you’ll need to prepare your data in a CSV file. This involves downloading the sample file, entering your quote 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 quotes import smoothly.

Prepare your CSV spreadsheet

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

Download quote import sample file

You can create and export CSV files using spreadsheet programs like Google Sheets or Excel. Using this template helps reduce import errors. 

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

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.

Before uploading your file:

  • 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
  • Use only accepted values for fields with specific requirements (for example, “Inclusive” or “Exclusive” for tax method)
  • Save the file in **.**csv format using UTF-8 encoding
  • Avoid special characters

Import your quote CSV file

To import your quote CSV file:

  1. Go to Quotes from the left navigation

  2. Select More Actions

  3. Click Quote 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 quote information is imported to Jobber

When you import quotes, Jobber uses the information in your CSV file to either match existing records or create new ones. 

How clients are mapped or created

Every quote must be linked to a client. Jobber will either match the quote to an existing client or create a new one.

Jobber uses the following fields in this priority order to find a match:

  1. Jobber Client ID (recommended)

  2. Email address

  3. 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

When a quote for an existing client is imported:

  • The quote will be linked to the existing client

  • Other client fields are ignored

  • Client fields can be left blank

  • Client data for this client will not change

Create a new client

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

The client must include at least a first name or company name to be imported. Additional fields such as email address, phone number, or property address will be added to the new client’s profile. Existing clients will not be updated in this case. 

How properties are mapped or created

Each quote must also be linked to a property. You can either match the quote to an existing property or create a new one using the data in your CSV.

To create a new property:

  • Include a property address (at minimum: Street 1)

  • The address must not already match an existing property

  • A Jobber Property ID must not be provided

If a Jobber Property ID is included, the quote will be linked to that existing property. If it is left blank, Jobber will create a new property using the address details in your CSV.

Supported columns headings for importing quotes

These are the fields that can be imported into Jobber via CSV. Set up each of these fields as a column header to import data into these fields:

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)

Quote fields

  • Quote Number

  • Quote Title

  • Quote Status (Draft/Awaiting Response)

  • Quote Message

  • Quote Internal Note

  • Quote Introduction Title

  • Quote Introduction Body

  • Quote Contract Disclaimer

Discount fields

  • Quote Discount Type (Unit/Percentage)

  • Quote Discount Amount (Unit/Percentage)

Deposit fields

  • Quote Deposit Type (Unit/Percentage)

  • Quote Deposit Amount (Unit/Percentage)

Tax fields

  • Quote Existing Tax Rate Name

  • Quote New Tax Rate Name

  • Quote New Tax Rate (Percentage)

  • Tax Method (Inclusive/Exclusive)

Line item fields

For each line item:

  • Line Item X Category (Service/Product)

  • Line Item X Name

  • Line Item X Description

  • Line Item X Quantity

  • Line Item X Unit Price

  • Line Item X Cost Price

  • Line Item X Taxable (TRUE/FALSE)

Note: Up to 10 line items can be imported per quote.

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