SingleOps has a dedicated import tool for ArborGold to help make it extremely easy to move your business to our platform. SingleOps can assist with importing both historical as well as active job information with the key info you need to get up and running quickly.
What SingleOps Needs from You:
- Pull the “Full Customer History by Job-Site” report by year.
*Note: Do not pull multiple years into one spreadsheet.
- Send report to Implementation Specialist or CSM.
- All the information in that report will be imported into SingleOps.
Important Things to Note:
- The statuses will be updated to our job status (Proposal, Active, Complete) automatically.
- All recurring jobs from ArborGold will import to SingleOps as One-off jobs. All of the relevant information will be populated, and the jobs can be converted to Recurring jobs in-app after we complete the import.
- SingleOps does not recommend importing job history after your account is configured or connected to QuickBooks.