Syncing Jobber Tags to Customer Lists

Overview

The Jobber Tags Sync feature allows you to automatically create customer lists in Notify based on the tags you use in your Jobber account. When you assign tags to clients in Jobber (like "VIP", "Premium", or "New Customer"), you can sync those tags to Notify as customer lists, and the system will automatically keep them in sync.

How It Works

1. Fetch Tags: Retrieve all tags from your Jobber account. Start here.
2. Select Tags: Choose which tags you want to sync as customer lists
3. Save & Sync: The system creates customer lists and automatically adds customers who have those tags in Jobber
4. Automatic Updates: Your lists stay in sync with Jobber - customers are added or removed automatically based on their tags in Jobber

Note 1: You can click "Get Jobber Tags" again at any time to refresh the list and see newly created tags from Jobber.

Note 2: Only customers with valid phone numbers will be added to the lists.

What Happens Behind the Scenes

When You Fetch Tags

The system:

1. Connects to your Jobber account via the Jobber API
2. Retrieves all your clients (this may take a few minutes for large accounts)
3. Extracts all unique tag names from those clients
4. Displays them in a table for you to select

When You Save Tags

For each selected tag, the system:

1. Creates a customer list in Notify
2. Queries Jobber to find all clients who have that specific tag
3. For each client found:
   • Checks if the customer exists in Notify (by Jobber client ID)
   • Creates the customer if they don't exist (with name and phone number)
   • Adds the customer to the corresponding customer list
4. Removes any customers from the list who no longer have that tag in Jobber

Automatic Daily Sync

The system runs a daily batch job that:

• Checks all your synced Jobber tags
• Updates each customer list to match the current tags in Jobber
• Adds new customers who have been assigned tags
• Removes customers who have had tags removed

This ensures your customer lists stay up-to-date automatically, even if you make changes in Jobber.

Best Practices

1. Organize Tags in Jobber First: Set up your tag structure in Jobber before syncing to Notify
2. Use Descriptive Names: Tag names will become customer list names, so use clear, descriptive names
3. Regular Refreshes: Click "Get Jobber Tags" periodically to see newly created tags
4. Monitor Large Accounts: For accounts with many clients, be patient during the fetch process
5. Verify Phone Numbers: Ensure customers have valid phone numbers in Jobber for best results

Frequently Asked Questions

Q: Can I manually add customers to a synced list?

A: Yes, but they may be removed during the next sync if they don't have the corresponding tag in Jobber.

Q: What happens if I rename a tag in Jobber?

A: The system treats renamed tags as new tags. You'll need to sync the new tag name and the old list will remain (but won't update).

Q: Can I delete a synced customer list?

A: Yes, you can delete it like any other customer list. It won't be automatically recreated unless you sync the tag again.

Q: How often does the automatic sync run?

A: The daily sync runs once per day, typically overnight. You can also manually re-sync tags by clicking "Get Jobber Tags" and saving the tags again.

Q: Will syncing tags slow down my Jobber account?

A: No, the sync uses Jobber's API efficiently and respects rate limits. Large accounts may take longer, but it won't impact your Jobber performance.

Q: Can I sync tags from multiple Jobber accounts?

A: Currently, each Notify account can connect to one Jobber account. Tags are synced from that connected account only.