How to Import Jobs

How to use the Import Tool to import Jobs via CSV file

The Job Costing Initial Setup must be completed before Jobs can be imported.

1. Click Import in the Left Nav to expand the options and select Job Costing.

2. Select an Import Action:

Save/Create - Add new Jobs
Only Update - Updates previously added Jobs

3. Select Jobs from the drop-down list.

4. Click in the software to download the sample file.

5. Open the sample file from the browser or from the Downloads folder. Spreadsheet software such as Excel or Libre Office Calc is required for the following steps:

6. Enter the Job data into the fields. The Required Fields must be filled to continue.

Job Costing Fields

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" Group will be assigned the Job.
Group Name	Group assigned to the Job

7. Once you are finished entering the Job data, save the file as a CSV.

Excel: Libre Office Calc:

8. Click Browse, select the CSV file, and open it.

9. Click to import the CSV file.

10. The software will detect fields from the uploaded file.

Make sure the heading names match the respective fields and click

11. Select the identified Jobs and click

If appears next to a Job with a name or code, click the Job to view the fields that contain errors.
- If no Name or Code appears next to the Job, there is no issue ✔️.

* The Jobs and related Job Costing Configurations will appear listed in the Job Costing Global Settings.