Bulk Job Import

Import multiple jobs at once into Trade2Base using a CSV file — ideal when migrating from another system or setting up a large batch of scheduled jobs at the start of a season.

Downloading the CSV template

1Go to Jobs > Import Jobs in the left-hand menu.
2Click Download CSV template. This gives you a file with all the correct column headers already in place.
3Open the template in Excel, Google Sheets, or Numbers and fill in your job data row by row — one row per job.
4Save the file as .csv (not .xlsx) before uploading. In Excel choose File > Save As and select CSV UTF-8.

Required fields

These columns must be present and filled in for every row. Rows missing required fields will be skipped during import.

customer_name

Full name of the customer (must match an existing customer or a new one will be created)

address_line_1

First line of the job address

postcode

Full UK postcode, e.g. SW1A 1AA

job_type

The type of job — must match a job type you have configured in Settings

date

Scheduled date in DD/MM/YYYY format

Optional fields

These fields are not required but add useful detail to the imported jobs.

engineer_name

Assign the job to an engineer — must match the name of an active team member

notes

Internal notes added to the job record

value

Estimated job value in pounds, e.g. 250.00

address_line_2

Second address line (flat number, building name, etc.)

town

Town or city

time

Scheduled time in HH:MM format, e.g. 09:30

Uploading and mapping columns

1Back in Jobs > Import Jobs, click Upload CSV and select your completed file.
2Trade2Base will show a column mapping screen. If you used the downloaded template the columns map automatically. If you are uploading an export from another system, use the dropdowns to match your columns to Trade2Base fields.
3Review the preview table to confirm the first few rows look correct, then click Import jobs.

Handling duplicates

If Trade2Base detects a job that looks like a duplicate (same customer, same address, same date), it will flag it during the mapping step. You can choose to:

Skip the duplicate row and import everything else
Import it anyway as a new job
Stop the import to review your file first

What happens after import

Once the import is complete, all jobs appear immediately in your Jobs list and on the Calendar. If an engineer was assigned they will see the jobs in their field app. Any new customer records created during the import are added to your Customers list. You will receive a summary email confirming how many jobs were imported and how many rows were skipped.

Common import errors

"Invalid date format" — use DD/MM/YYYY not MM/DD/YYYY
"Job type not found" — the value must exactly match a job type in Settings > Job Types
"Postcode invalid" — check there are no extra spaces or incorrect characters
"Engineer not found" — the engineer name must match exactly, including capitalisation

Bulk import vs creating jobs one by one

Use bulk import when you have 10 or more jobs to add at once — for example, when migrating from another system, setting up a season of annual boiler services, or scheduling a batch of site visits. For day-to-day job creation, creating jobs individually from a customer record or from an incoming enquiry is faster and automatically links all the context.

Importing customers from a CSV Creating a job from an enquiry Scheduling jobs on the calendar