GuildQuality ClassicCRM Instructions

Jobber Export

You can export your Jobber Client list from Jobber a *.CSV file. Your client list can be fully or partially exported.

To export your client list, go into the Clients section, and select Export Clients on the right side of the page.

Clicking Export Clients will bring up a pop-up:

To export your entire client list, click on CSV. If you want to export only clients with a certain tag, click the tag, then click CSV to export this list. If you select multiple tags here, only clients with all the tags select on them will be exported. 

Jobber will email you a copy of the exported client list.

Once you have your export, you can upload it to your account, or email it to data@guildquality.com with your company name and any special instructions you might have.

If you need to add filters to your account to include additional information for tracking and reporting, please click here to learn how to do so.