The jobs can be imported in CSV format or exported for further data processing.

CSV Export

To export jobs, go to:
Jobs -> filter the jobs you wish to export by status, assignees and time -> click Export icon

Getting a CSV File Template for Import

To get a CSV file template for import, do the following:

  1. Create a few sample jobs with tasks
  2. Export these jobs using CSV export.
  3. Remove unnecessary columns, keep these fields only:
    • JobName
    • TaskName
    • CustomId
    • ContactName
    • ContactPhone
    • JobDetails
    • Street
    • HouseNumber
    • City
    • State
    • Country
    • Zip
    • Longitude
    • Latitude
    • ArrivalDate
    • DepartureDate
    • AssignedUserEmail
  4. Fill the table with your data, use either Longitude and Latitude positions or Addresses
    If you enter driver email in the AssignedUserEmail column, job will be automatically dispatch to him.

CSV Import

To import jobs from a CSV file, go to:
Jobs -> tap an arrow next to New job -> Import from csv file

Sample CSV

Sample CSV with 3 Jobs (Sample Job 1, Another Job and Pizza delivery). Sample Job has 2 tasks.


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