Data Importing
Inputting Job data
There’s several ways you can get jobs into your account, such as key-in entry, importing through a direct integration, and spreadsheet imports.
Direct/ Key-in Entry
Step-by-step Instructions
Do-it-Yourself Imports
You can easily upload your spreadsheets into Levelset on your own! Doing this, along with managing your preferences on how we work with your data, can help save you time and ensure accuracy for your document sending process. Log on to your account, click the settings wheel in the top-right and select “Data Importing” in the drop-down. Follow the on-page instructions on that page to import your jobs super fast and simply!
AR, AP, and Project Imports
Don’t have enough time to enter all your jobs yourself? Add a custom spreadsheet import to your plan, pull reports, and send them to us whenever is convenient, and we’ll handle the rest! View the guide below for more information, including data samples.
Set up an Integration with Levelset
Levelset integrates with several other tools you use to get paid and organize jobs. Integrations help you get things done faster!
Step-by-step Instructions
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