Importing numerous jobs at once can be made easy.

  1. Go to 'Custom Templates' and then 'Manage Templates' and 'download CSV' of the template you want to use.

2. Fill out the information on your CSV file regarding as many jobs as you want to add at one time.

Pro Tip: To avoid any issues when importing, ensure that you keep the Item, TemplateName and TemplateID the same or else you will not be able to import.

Pro Tip: Ensure that in front of the phone number you add an apostrophe (') in front of the 0 that starts off the phone number.

3. Go to 'Manage Jobs' and 'Import Jobs' and 'Choose File'

Once you have chosen your file you will see a message telling you it has successfully imported and you will receive an email when the jobs have been imported.

5. Assign the jobs as you regularly would.


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