Bring the history with you, not just the names.
Import past jobs from a CSV for customers already in Crewbird. They land as each customer’s history, so you see what you did last time and what it cost. No invoices, payments or Books entries are made.
What it does
From any CSV
Another app’s jobs export, or a spreadsheet you keep.
Match for me
Crewbird lines up the columns. Change any you like.
Needs you
Rows without a customer, or that need a second look, wait for you.
Never twice
The same file again never adds a job twice, and a stopped import picks up where it left off.
History only
Amounts are kept for reference, in US dollars. Nothing is invoiced, charged or sent.
How it goes
- Import your customers first.
- In Jobs or Setup, choose Import past jobs and drop in the file.
- Check the columns and anything in Needs you.
- Import. Each job shows on its customer’s record.