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Importing Jobs from CSV

Bulk import customers and jobs from a spreadsheet.

In this article

Preparing your CSV

Your CSV file should have columns for:

  • Customer Name (required)
  • Customer Phone
  • Customer Email
  • Description (required)

Column headers are matched automatically — FixyFlow recognizes common variations like "name", "customer_name", "client name", etc.

How to import

  1. Go to Settings and find the Import Jobs from CSV section
  2. Upload your CSV file or drag-and-drop it
  3. Review the column mapping — make sure each field is matched correctly
  4. Preview the first few rows to verify the data looks right
  5. Click Import

After importing

All imported jobs are created at your first workflow stage. No notifications are sent during import — you can then advance individual jobs to notify customers at your own pace.

Related articles

Creating Jobs

How to create a new job and what happens when you do.

Managing Jobs

Moving jobs through stages, setting ETAs, archiving, and bulk actions.

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