Jobs and Locations are uploaded together using a comma separated value (CSV) file. The CSV file can be created using a text editor or by exporting data from a spreadsheet; the Support team provides a template which you can use.
Configuring the Upload File
The Data menu contains functions that are used for upload configuration. From the top menu bar click Data then Configure Job and Location Upload.
The Job and Location Upload Configuration form will be displayed. The actual fields shown will depend on your company’s configuration.
For each of the data fields displayed, enter the letter of the column in the spreadsheet. The first column is ‘A’, the second is ‘B’, etc. The required fields are identified by an asterisk.
The column letters shown are the defaults and can be used with the Support team provided templates; the column letters must be changed when the upload file has a different column format.
Check the three selection boxes if applicable:
- If the upload file contains column headers (field names) in the first row, check the Skip First Record box.
- Reject Location Import Duplicates ?
- Work times may be specified either in the upload template or from value in the Trip Defaults. Check the box to specify work times in the Trip Defaults. If the box is not checked, update the Work Time in Minutes and Work Time in Seconds in the template.
When the configuration is complete, click on the OK button to save.
Click to download the template:
Uploading the Jobs
To upload the CSV file from Plans, from the top menu bar click Plans then click Daily Plans. The form may display a list of current Daily Plans. Select the date for which the Jobs are to be uploaded, click Jobs in the Actions column on the row of the Plan Date.
The form may display the Jobs on the Plan. To upload the CSV file of Jobs and Locations, click on Upload Locations and Jobs.
The Upload Locations and Jobs form will be displayed.
Click on the Select File button. A File Explorer form will be displayed.
<insert screenshot> File Explorer
Select the file to be uploaded and click the Open button.
<insert screenshot> Upload Locations
Click the Upload button to start the upload process. When the upload is complete, a list of errors and messages will be displayed.
- Errors indicate that the record in the file could not be saved; a reason for the failure is displayed.
- Messages indicate how many records were uploaded successfully, and how many records were already present (duplicate Locations are not uploaded); messages also indicate how many Locations did not need geocoding and how many were successfully geocoded; also indicates are how many Locations were not able to be geocoded.
Note that when updating an existing Job or Location, values in the upload record will replace any existing values. If you do not want to replace a value, leave the column in the upload record blank. Jobs that are assigned to the current date Plan may not be changed using the upload.