Summary:


ServiceBox has recently introduced a new feature called Advanced Unit Import and Export. This feature aims to enhance the convenience and efficiency of importing and exporting unit details for both new and existing customers. In this article, we will explore the reasons behind the introduction of this feature, its benefits, and a step-by-step guide on how to use it effectively.


Why ServiceBox Introduced Advanced Unit Import and Export:


ServiceBox already had a Unit Import feature through a spreadsheet on the Job Site level. Customers could upload their unit details individually using this feature. However, considering that customers may have a need for bulk import of unit data, ServiceBox realized the lack of an efficient solution. Previously, customers had to upload unit details on the individual job site level, which could be time-consuming. To address this, ServiceBox introduced the Advanced unit Import and Export feature, allowing customers to upload all their units into ServiceBox at once.


Using the Advanced Unit Import and Export Feature:


To utilize the Advanced unit Import and Export feature, follow these steps:


Generating the File:

  • Select Advance Unit Import Export

  • Click on the Export button within ServiceBox to generate an excel spreadsheet.


If you're a new customer, you will see a blank excel spreadsheet.

If you're an existing customer, the spreadsheet will contain your unit details.


Update the Spreadsheet:


  • Open the exported file and click on "Enable Editing" to make changes.



  • The spreadsheet includes columns for Id, job site display name, customer display name, unit name, description, location, and additional optional fields like contract type and contract amount.
  • Do not update Id field as it will be autogenerated by ServiceBox.
  • Ensure that the Job Site display name and customer display name match exactly as set up in ServiceBox.


Filling in Mandatory Fields:


  • The mandatory fields are the Job Site display name, Customer display name, and Unit name.



To find the Customer display name:

  • Open up your customer in the ServiceBox
  • Click on Edit Button




  • You will find the Customer Display name, you can copy and paste the Customer display name in your spreadsheet




To find Job Site Display name:


  • Click on the "Job Site" tab



  • Open the Job Site and click on edit button




  • You will find the Job Site Display name, you can copy and paste the Job Site display name in your spreadsheet




Add Unit Name to the spreadsheet.



  • Other optional fields can be filled if applicable to your unit data.



Saving and Importing the File:


  • Save the file in the same format as generated by ServiceBox.
  • Select Advance unit Import Export



  • Click on the Import button, choose the file, and upload it.



  • The system will process the import and send an email notification regarding the success or any errors encountered.
  • Open the Jobsite in ServiceBox and verify that the Units are imported as intended.

For any feedback or further assistance, do not hesitate to contact ServiceBox support at [email protected]