Import Jobs

✅ Before You Begin

Make sure the Customer Addressbook and Service Locations have already been imported.

Use the Jobs Import Template. You’ll need:

• Customer ID and Service Location ID from your previous import.
• Job ID and Description for this import.
• Start Time
• End Time

Important:

• Job ID is required. If you don’t have one, you’ll need to create it.
• Don’t include duplicate records — they will still be imported, but as separate entries.
• Remove any bad data in Description, Start Time, and End Time columns — these can cause the import to fail.
• Delete the column headers from the Excel file before importing.

Job Import Template

Note that columns with (asterisk) * are required.

📥 How to Import Jobs

1. Go to Settings > Integrations > Import List

2. Click ACTIONS > Import Jobs

3. In the pop-up window:

• Select your Timezone
• Click Upload and choose your Excel file

4. Map the correct column names, then click Save.

🔍 Check Import Status

• Once uploaded, the status will change to COMPLETE (may take time if the file has thousands of rows).
• Click the 3 dots beside the status and choose Details
• Verify that the number of All Rows matches the number of Successful Rows

✅ Spot Check Your Data

Go to Customer Module > Select a Customer > Jobs tab
Check that the job information imported correctly.

❌ If Import Fails

• Any rows with errors won’t be uploaded.
• You’ll see the line number, the error details, and the content of the row.
• Use the Error Tab to review issues.
• Export the error list to Excel, fix the issues, and reimport the corrected file.