Overview
After importing your clients, you can import historical or existing jobs in bulk via CSV. SVP uses fuzzy matching to link each job row to the correct client, so your client names don't have to be a perfect match.
Before You Start
Import your clients first. Job import requires existing clients to match against. If a job row can't be matched to any client, it will be skipped. See Importing Clients from a CSV before proceeding.
Step 1: Open the Import Tool
- Go to Settings in the left sidebar.
- Click the Import tab.
- Select the Jobs sub-tab.
Step 2: Prepare Your CSV
Your CSV must include at minimum a Client Name column — this is how SVP matches each job to a client. Recommended columns include:
- Client Name (required)
- Job Date / Scheduled Date
- Job Type or Service
- Status (completed, scheduled, etc.)
- Notes or Description
- Amount / Price
Step 3: Upload and Map Columns
Drag your CSV onto the upload area or click Browse Files. SVP will auto-detect common column names. Manually map any unrecognized columns using the dropdowns. Set unused columns to Skip.
Step 4: Review Fuzzy Matching
SVP uses fuzzy matching to link each row's Client Name to an existing client. The preview table shows the matched client name alongside the original value. Review flagged rows where the match confidence is low and confirm or correct them before importing.
Step 5: Run the Import
Click Import Jobs. SVP will report how many jobs were created, how many were skipped (no client match found), and any rows that failed validation.
Tips
- If many rows are skipping, check that your client import completed successfully and that client names are reasonably consistent between files.
- You can re-run the job import after fixing your CSV — duplicate jobs are not automatically detected, so review your data first.
- Historical/completed jobs are fine to import — they won't affect your active job queue.