How to create a job using the import function

Learn the steps required in creating a single job or bulk entry via import.

Creating a job using the import function enhances efficiency, accuracy, data integration, flexibility, and familiarity, making it a valuable and practical approach to managing job data.

Single job import

Steps: 

1. Navigate to JOBS > Jobs.
2. Click Excel, located at the top of the page. 
3. Select IMPORT. 
4. Click Download template. 
5. Enter the following information starting on line 4 of the Excel sheet. Fields that have the asterisks are required and must be filled out.  
   
   
   

   Field	Description
   Job No.	Based on your agency's workflow, enter a job number or leave it blank and allow the system to generate a job number.
   Job Description	Enter a job description.
   Client Code	Enter a client code.
   Office Code	Enter an office code.
   Currency Code	Enter a currency code.
   Job Type	Enter a job type.
   Billable?	Enter yes or no.
   Date Opened	Enter the date that the job was opened.

6. Save the file onto your computer. 
7. Navigate back to the Search Jobs page.
8. Click Excel. 
9. Click Import once again.
10. Click SELECT FILE and upload the saved file.

Batch import 

Steps: 

1. Follow steps 1-5 from above. 
2. Enter the following information. 
   
   
   

   Field	Description
   Job No.	Based on your agency's workflow, enter a job number or leave it blank and allow the system to generate a job number.
   Job Description	Enter a job description - multiple/different job descriptions can be entered and imported.
   Client Code	Enter a client code - multiple/different client codes can be entered and imported.
   Office Code	Enter an office code - multiple/different office codes can be entered and imported.
   Currency Code	Enter a currency code - multiple/different currency codes can be entered and imported.
   Job Type	Enter a job type - multiple/different job types can be entered and imported.
   Billable?	Enter yes or no.
   Date Opened	Enter the date that the job was opened.

3. Save the file onto your computer.
4. Navigate back to the Search Jobs page.
5. Click Excel. 
6. Click Import once again.
7. Click SELECT FILE and upload the saved file.