Do you have all of your jobs ready on your computer, just waiting to get uploaded into Connecteam? Don't overwork yourself by uploading jobs one by one; save time by importing your jobs directly into the all-new Jobs tab!
The Jobs tab allows you to effortlessly manage all jobs, clients, projects, and any type of work you’d like to have your users clock into or assign to your users’ shifts, from a single place! Jobs can be different things depending on how you run your business. Examples of jobs are client names, worksite locations, project names, company positions, and so much more. In this article, we'll show you how to import jobs in bulk.
Watch here the process from start to finish:
Now, let's walk through the steps!
Step 1: Access the Jobs tab on the sidebar and click on ‘Import’.
Step 2: Download the Excel template we have provided.
Step 3: Fill in the Excel template on your computer with the job details you'd like to import.
If you want to add sub-jobs, you need to add the parent job and sub-jobs to the list. Then, on the sub-job's row, insert the name of the parent job in the parent job column.
In the example below, the location "678 Park Avenue" is the parent job, and Demolition and Roofing are sub-jobs. Therefore, I've added 678 Park Avenue to the parent job column.
Please note: You can't add sub-jobs to parent jobs that were initially created without any sub-jobs. Sub-jobs can only be added to parent jobs that already have sub-jobs from the beginning, unless the parent job is now getting imported to the system as we show how to do here.
Step 4: When you're done, save the file as a CSV (Comma Delimited).
Step 5: Upload the CSV file to Connecteam.
Step 5: Review the imported jobs, make edits, and more jobs if needed. On this page you can also duplicate or delete jobs.
💡 Tip: To make your locations accessible on Google Maps or Apple Maps, click on the location name and select an address offered by Google.
Step 6: Review the summary of your imported jobs and click ‘Next’.
That's it! Now you have added jobs to the Jobs tab and they're ready to be used in the Time Clock and/or the Job Scheduler!
💡 Tip: If you want to add jobs but you aren't ready to use them yet - create the job but don't assign it to a Time Clock or Job Scheduler. When the time comes, go back to the job and edit it.
*Importing shifts from Excel is available from the Operations Advanced plan and above*
Related Articles
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.