Import Job Tasks

Before You Start:

Make sure the Customer Addressbook and Jobs have already been imported.

What You Need:

• Use the Job Tasks Import Template.
• Required columns:
  • Job ID (from previous import)
  • Job Task ID (must be unique — create your own if not provided)
  • Customer ID (from previous import)
  • Description

Important Notes:

• Job Task ID is required. If missing, create one.
• No duplicate rows — duplicates will be imported separately.
• Check for bad data (especially in the Description column).
• Delete the column headers before uploading the file.
• We cannot review all bad data in large files — confirm with the customer if you should proceed with import “as-is.”

JOB TASK IMPORT TEMPLATE

How to import Job Tasks

1. Go to Settings > Integrations > Import List

On the Import List Page click on Actions, and on the drop-down select Import Job Tasks.

2. Upload Your File

• A new window will pop up.
• Select your timezone.
• Click Upload and choose the correct Excel file.

3. Map Columns

• Match each column in the file with the correct fields in the system.
• Click Save.

4. Check Import Status

• The status should change to COMPLETE.
• Click the three dots next to the status and choose Details.
• If the file has thousands of rows, the status might take some time to update.

5. Verify the Upload

• In the Details window, confirm that:
  • All Rows match Successful Rows.

6. Spot Check the Data

• Go to Customer Module > select a customer > Job tab.
• Confirm that the tasks were imported correctly.

If the Import Fails:

7. Partial Import
   • If there are errors, not all rows will be uploaded.
   • Successful rows will be fewer than total rows.

8. Check Error Details

• You’ll see the line number, content, and error description.

9. Export Errors

• Click Export to download the error report in Excel.
• Review and fix the issues.

10. Re-import After Fixing

• Edit your original file to remove bad data.
• Re-upload the corrected file and follow the steps again.