Import job details

Reveal Scheduler lets you import jobs from the Settings section.

Job_Import_Tab.jpg

This article covers the following:

Preparing your file

First, you need to export your jobs from your other software solution. Most software solutions have instructions on how to do this on their website.

To import jobs, your file will need to be in one of the following formats:

  • Excel (XLSX or XLS)
  • CSV (UTF-8)

If you are unsure of the file format, download our Excel template from the Import jobs section of Reveal.

Importing your file

To import a file, follow these guidelines:

  • The maximum file size is 5MB
  • There must be only one sheet in the file.
  • Column headers must be in the first row only.
  • Column header names should not be duplicated.
  • There must be no more than 1000 jobs in any one file.
  • Contact, Address, and a Job to do are required fields - the job won’t import without them.
  • Ensure that the details for each job are kept in a single row and not spread over multiple rows.
  • Ensure that any new contacts are created in Scheduler before you import.

Matching job details

When your file is uploaded, you are shown this table:

Match_Import_Table.jpg

Select headings from the FILE COLUMN HEADINGS drop-down so that they match the headings under JOB FIELD.

Matching_Table_Drop_Down_Menu.jpg

If you use our template, the headings are matched automatically.

Contact details

These columns show the name and phone number of any contacts connected with the job. In cases where two contacts have the same name, the phone number can be used to identify the correct one.

Job details

These columns show all information related to the job, such as the address, job description, Job ID, and so on.

Date and time

These columns show when the work is due to take place, including the date, start time and duration. Job duration defaults to one hour if you leave it blank.

Technicians

These columns show the technicians which have been assigned to the job.

Things to watch out for

Include the first and last name of each Contact, and make sure they are written as they appear in Scheduler.

A Contact phone number should only contain numbers and these characters: ( ) + _ * #.

If a Contact phone number does not include a country code, Scheduler will automatically apply the code used by your head office.

The Job to do should not be longer than 35 characters.

The Job description should not be longer than 1,024 characters.

A Job ID can be a number between 1 and 999999998, or a name containing up to 15 characters. This does not include spaces but may include letters, numbers, or these symbols: @ # * - _ & ( ) / \ $ € £

If you don’t create a Job ID, Scheduler will generate one automatically.

It’s best to include as much information as possible but if you’re not sure about an Address, the city alone is enough.

Imported jobs that don’t have a Date, Start time or Technician assigned will be added under ‘Pending’.

You cannot have a Start time without a Date, and they should each have their own column in the file.

If you include a Start time, it must be entered in one of these formats: HH:MM or HH:MM AM/PM.

If you include a Date must follow one of these formats:

US: MM/DD/YYYY

EU: DD/MM/YYYY

Job duration must be between 00:01 and 72:00 hours.

If you include a technician, enter their first and last name, and make sure they are written as they appear in Scheduler.

Checking your imports

To see if your jobs have been successfully imported, follow these steps:

  1. Scheduler.
  2. Click the settings icon settings_icon.png
  3. Go to Import jobs.
  4. Find the relevant import in Import history.
  5. Go to Jobs imported to learn how many jobs were imported from your file.

If any of your imports fail, download the available file which will contain all the jobs that failed to import and give you the reason for the failure alongside each one. You can then fix the issues and try to upload the file again.

Job_Import_History_With_Error_Files.jpg

Deleting imported jobs

To delete jobs that you’ve imported, click the trash icon next to the file.

Import_History_Trash_Icon.jpg

Then confirm that you want to delete it.

Delete_Jobs_Confirmation.jpg

You cannot delete a job once it has been dispatched in Scheduler.


Learn how to Import customer contacts.


Was this article helpful?


7 out of 8 found this helpful