Importing Past Jobs into Supermove

Job Importer Tool

This guide provides an overview of the Import Job process. We've included helpful tips to successfully import jobs from your previous system into Supermove

Please note: You must reach out to your Supermove Representative for the actual Import

Getting Started

1. Click here to access the Job Importer Tool Template
2. Make a copy of the entire spreadsheet 
   1. READ ME: This tab is identical to the table shared below and is intended to help you identify which data points are required vs. optional 
   2. Template for Formatting: This tab is what should be used for formatting your import list. Please note any deviation from this format will result in our system rejecting the import. 
3. Copy over all applicable information from your previous system into the copied template 
4. Make sure your template is public and reach out to our Support Team at [e-mail] for the next steps 

Populating Your Prior Moves Data

When importing jobs, some values are required.  If you don’t have certain required fields for your clients, don’t worry!  Below are explanations of each column, as well as example values that you can use as needed. 

Column	Required?	Example
Company Name	optional	Supermove
Contact First Name	required	Jane
Contact Last Name	required	Doe
Contact Email	optional	[e-mail]
Contact Phone	optional, numbers only -- no spaces or characters	4159911969
Project Type	required, project type name that exists in the system, case sensitive	Local Move
Job Type	required, job type name that exists in the system, case sensitive	Move
Move Size	required	Studio
Salesperson	optional, full name of salesperson that exists in system	tommy
Referral Source	optional	Referral
Referral Details	optional	Previous customer
Office Notes	optional	Repeat customer, add discount next time
Move Date	required, date in YYYY-MM-DD format	2022-05-13
Moving From Address	required	2390 Powell Street
Moving From Unit #	optional	Unit 25
Moving From City	optional	San Fransisco
Moving From State	optional	CA
Moving From Zip Code	required	94133
Moving From Notes:	optional	unit is on second floor
Moving To Address	required	51 High Street
Moving To Unit #	optional	Apt. 4
Moving To City	optional	San Fransisco
Moving To State	optional	CA
Moving To Zip Code	required	94114
Moving To Notes	optional	have to go up two flights of stairs
Movers Count	optional	4
Move Start Time 1	optional	0800
Move Start Time 2	optional	0900
Move Total Price	optional, total cost of moving service	6230
Inventory Estimated Weight	optional, weight in lbs	8826
Inventory Actual Weight	optional, weight in lbs	9489