Use a Google Calendar import when you are moving an existing calendar-based workflow into Fieldified. The import helps centralize upcoming work so your team can manage jobs, visits, clients, properties, assignments, and billing from Fieldified.
What can be imported
Google Calendar import is designed for upcoming scheduled work.
It can import:
- Upcoming events that look like jobs.
- One-off jobs.
- Recurring jobs.
- Client and property details found in events.
Keep the import focused on work events. Personal events, holidays, reminders, and unrelated meetings should not become jobs.
Prepare your Google Calendar
Before importing, review calendar events for the details Fieldified needs.
Each job event should include:
- Client name.
- Property address.
- Job or service title.
- Scheduled date and time.
- Useful notes or instructions.
Clean event titles and descriptions make the import easier to review.
Understand the import behavior
The import reads calendar events and creates Fieldified records from events that appear to be jobs.
Review these points before starting:
- The import is a one-time transfer, not an ongoing calendar sync.
- New events created in Google Calendar after the import should be added in Fieldified.
- Events that do not include job-like details can be rejected.
- Events missing client or property details can be flagged for review.
Use Calendar Settings for ongoing calendar connection settings.
Start the import
From Jobs, open the import action and choose Google Calendar.
The flow is:
- Connect the Google account that contains the calendar.
- Grant read access for the import.
- Start the import.
- Wait while events are analyzed.
- Review the import result.
The import reads calendar data so it can create jobs. It does not need to modify events in Google Calendar.
Review the import summary
After the import finishes, review the summary.
The summary can include:
- Jobs imported.
- Clients imported.
- Properties imported.
- Rejected events.
- Events needing review.
Open the rejected list to understand which events were skipped and whether they should be added manually.
After import
Review imported jobs in Jobs and on the Schedule.
Check:
- Client and property.
- Job title.
- Visit date and time.
- Assigned team.
- Products and services.
- Billing setup.
- Notes and instructions.
Imported jobs should be reviewed before the team relies on them for dispatch.
Revert or clean up an import
If the import creates records that should not stay in Fieldified, review the import summary and cleanup options immediately.
After cleanup, correct the Google Calendar event data and rerun the import only when the source data is ready.