---
title: "Import Jobs"
slug: "import-jobs"
description: "Learn how to import jobs into WorkEasy by preparing job data, using the import tool, and validating records for effective assignment and reporting."
updated: 2026-10-04T15:48:55Z
published: 2026-10-04T15:48:55Z
canonical: "help.workeasysoftware.com/import-jobs"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.workeasysoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Import Jobs

This article is for administrators and managers who need to import jobs into WorkEasy. You will learn how to prepare job data, use the import tool, and validate records so jobs are available for assignment and reporting.

## Before you begin

- Completion of the [Job Costing initial setup](/docs/set-up-your-job-costing-structure).

## Instructions

1. Go to **Global Settings** > **Data Import & Export**. Select **Import Job Costings**.
2. Select an **Import Action**: **Create New** or **Modify Existing**
3. Select **Jobs** from the **Import Type** drop-down list. The other options are Project and Client.
4. Click **Download Sample File** to download the Excel template.
5. Open the sample file from your browser or Downloads folder in Excel or LibreOffice Calc.
6. Enter the job data into the fields. Required fields must be completed before you can continue:

| Field | Description |
| --- | --- |
| Code | Job code assigned to the job. |
| Name | Name of the job. |
| Type | **Internal**: Jobs used for standard business. **External**: Jobs used for client projects. |
| Rate | Pay rate assigned to the job costing configuration. |
| Employee ID | Employee ID assigned to the job. * If “All” is entered, all employees in the **Group Name** will be assigned the job. |
| Group Name | Group assigned to the job. |
| Status | Indicates whether the job is **Active** or **Inactive**. |

1. Save the file as a CSV format:
  - In Excel, select **File > Save As** and choose **CSV (Comma delimited)**.
  - In LibreOffice Calc, select **File > Save As** and choose **Text CSV**.
2. Click **Browse**, select your CSV file, and open it.
3. Click **Import File**.
4. The system will detect fields from the uploaded file. Verify that the heading names match the respective fields, then click **Validation & Preview**.
5. Review the jobs list:
  - If a warning icon appears next to a job, click the job to view fields with errors (for example, missing name, code, or unmatched employee IDs).
  - If no warnings appear, the job is ready to be imported.

Once imported, the jobs and related job costing configurations will appear in the Job Costing section of Global Settings.