Create a CSV for Job Import
Jobs can be imported to create scheduled jobs. For customers that receive a list of jobs from numerous input sources, the list of jobs can be imported to limit the need for manual entry. The Job Import has specific requirements for field formatting and required fields depending on whether the job is a standard customer job, asset job, job with a task group or a job that includes custom fields.
A comma separated values file (CSV) is a common, relatively simple file format that is widely supported by consumer and business applications. Among its most common uses is moving list data between programs. For example, you may need to transfer job data from another program that stores data in a proprietary format. The program most likely can export its data as CSV or an excel report that can be saved as a CSV; the exported CSV file can then be copied and pasted for import into your account using the Import Job CSV Template.
It is recommended to enter Customers imports first, Assets imports second and the Job History/Quotes/Jobs imports third. If these imports are attempted in any other order, there will be errors during the importing process. Tasks, Items and Suppliers can be imported in any sequence without issues. Contacts, Locations and Users can only be used to update a record. You cannot create a new record with these imports.
To create a job, a location must be provided. Use one of the following options for providing a location.
- Provide information in the ‘Customer Account Ref’, ‘Customer Name’, and ‘Location Name’ fields. These fields are used together to detect the location in your company. If no location or multiple locations are found, an error is reported and the import will fail.
- Provide information in the ‘Asset Name’ and ‘Asset Serial Number’ fields. These fields are used together to find the customer and location for the asset. If no asset or multiple assets are found, an error is reported and the import will fail.
Each row in the CSV is a job so there will not be a check for duplicate rows in the CSV. We suggest you review the number of jobs in the CSV prior to import.
Add a job using the CSV Job Import Template requires ‘View Import Export’ enabled in either ‘Role or User Roles & Rights’ security settings.