How to prepare your customer, location, and job data for import - import by VCG Support

This feature is only available for PRO Connect or Work Subscribers.

Our system is built upon a hierarchy of Customer > Locations >  Jobs. Your client must have one or more physical locations, and each location can have an unlimited number of projects.

You may provide us with your data in either Excel or CSV format. Your data can be provided in one of the following options:

• A single CSV or spreadsheet file with one row per job. That file would have columns for customer, location and job data. See Sample_A_Import_Client_Location_Project.xlsx attachment below (Column order must remain unchanged).
• Separate spreadsheets (or separate sheets within a single spreadsheet) or CSV files for your customers, locations, and jobs. See Sample_B_Import_Client_Location_Project.xlsx attachment below (Column order must remain unchanged).

Available fields for import, with required fields noted in bold and by *:

Customers

client name *

client id (your internal unique identifier for your client)

address

city

state

country

postal

phone

fax

contactFirstName

contactLastName

contactPhone

contactMobilePhone

contactEmail

website

notes

active (Y/N) *

timezone

Locations

location name *

location id (your internal unique identifier for this location)

location number (an allowance for an internal "friendly" location identifier unique to this client)

address *

city *

state *

country *

postal *

phone *

fax

contactFirstName

contactLastName

contactPhone

contactMobilePhone

contactEmail

website

notes

active (Y/N) *

timezone

Jobs

project name *

project id (your internal unique identifier for this project)

projectNumber (an allowance for an internal "friendly" project identifier unique to this client)

projectType (if provided, valid values are: install, manufacture, permit, service, survey, other)

status (if provided, valid values are: pending, out for bid, awarded, complete, cancelled)

projectbudget

startDate

endDate

description

siteGenVendor

siteGenContactFirst

siteGenContactLast

siteGenPhone

siteGenMobilePhone

siteGenEmail

siteGenTimeZone

(Please contact us if you'd like us to import sign vendor specific project information)