Airtable - Jobber Data Template

Airtable - Jobber Data Template

How to Integrate Jobber Data with Airtable Using Adhesion Connect

This article provides a step-by-step guide on integrating Jobber data with Airtable using the Adhesion Connect application. This integration enables real-time reporting and management of various Jobber data types.

Steps for Integration

  1. Sign In to Airtable
    1. Begin by signing into your Airtable account.
  2. Access the Template
    1. Use the provided link to access the Airtable template designed for Jobber data integration. (Get the Airtable base template here.)
  3. Understanding the Template
    1. The template supports eleven different Jobber data types, offering a comprehensive solution for real-time reporting.
    2. Special attention is given to record types like invoices, jobs, and quotes, especially those with line items.
  4. Navigating Line Items
    1. The template includes hidden tables for line items, such as job line items or invoice line items.
    2. Detailed information about each line item, including total price, unit price, and quantity, can be accessed and managed within these tables.
  5. Duplicating the Template
    1. To use the template in your Airtable account, click on the three dots in the template base guide and select "duplicate base."
    2. Customize the duplicated base's name as desired, for instance, "Jobber Data."
  6. Finalizing Integration
    1. After duplicating, you're ready to start integrating Jobber data with Airtable using tools like Zapier or Make for automation and data management.

Additional Support

For further assistance or questions, users are encouraged to join office hours offered by the support team.

Video Walkthrough



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