Docs / Importing your history

Import from a spreadsheet

Overview

Already have years of jobs in another system? Export them to a CSV and upload it here. Setell reads your past jobs so it can price new work like you do — instead of starting from a blank page. It's a one-time upload; your old jobs become memory Setell can search.

Before you start

A CSV file of your past jobs. Export one from whatever you use today (QuickBooks, a spreadsheet, your old field-service app).
Three columns are required: job description, customer name, and the quoted total. The rest are optional.
The file must be 5MB or smaller.

CSV only for now. If your data is in Excel, save it as CSV first (in Excel: File → Save As → CSV). Direct Excel upload isn't supported yet.

Steps

Go to Settings → Import (the Import historical jobs page).
Click Download CSV template → to get a file with the right column names and one example row.
Fill in your jobs — one row per job. Keep job_description, customer_name, and quoted_total filled; the rest are optional.
Click Choose file and pick your CSV (max 5MB).
Click Import. A status card shows rows ingested as it works, then COMPLETED.

What happens next

Each valid row becomes a past job Setell can search.
Rows missing a required column are skipped — the status card shows how many made it in (e.g. "Rows ingested: 48 / 50").
Your imported jobs become searchable to Boxx and to pricing within a few minutes — a background step turns them into searchable memory.
Nothing is sent to customers and nothing changes in your other system. This only adds history on the Setell side.

The columns

Column	Required?	What it is
`job_description`	Yes	What the job was, in plain words
`customer_name`	Yes	Who it was for
`quoted_total`	Yes	The quoted price — a plain number, no `$` or commas
`invoiced_total`	No	What you actually billed
`job_type`	No	A short label (e.g. "machining")
`completed_at`	No	When it finished (a date)
`line_items`	No	Line-by-line detail (see the template for the format)

Troubleshooting

"Missing required columns." Your header row doesn't have job_description, customer_name, or quoted_total spelled exactly. Start from the downloaded template so the names match.
Some rows didn't import. Rows missing a required value are skipped on purpose. Check the skipped count on the status card, fix those rows, and upload again — duplicates from a re-upload are fine.
"File exceeds 5MB limit." Split the file in two and upload each half, or trim columns you don't need.
Prices look wrong. Take out currency symbols and commas — quoted_total must be a plain number like 4200, not $4,200.
Still stuck → docs/reference/troubleshooting.

FAQ

Will this change my other software? No. It only reads your file and stores history in Setell.
Do I need a paid plan? No — spreadsheet import works on every plan.
What if I import the same jobs twice? No harm. Re-uploading just adds the rows again; it won't break anything.
Can I upload Excel directly? Not yet — save it as CSV first.
How soon can Boxx use the jobs? Usually within a few minutes of the import finishing.

docs/import/jobber-servicetitan · docs/import/quickbooks-history · docs/boxx/customer-memory · docs/quotes/edit-line-items

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