This feature is only available for PRO Connect or Work Subscribers.
VCG support services will import your existing customer, location, and job data. First some background information:
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)