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Import Jobs from existing system

Here’s a quick guide on how to import your existing jobs into NextMinute. They will need to be in an excel (.CSV) format.

We can import a list of jobs from a CSV file, creating shell job cards that can include:

  • Job name

  • Job Number

  • Job Type

  • Job Description

  • Job Address

  • Job Status

  • Customer

  • Priority

  • Due Date

If you want to download the Job Import Template with the correct fields you will find it available here.

Step 1. Navigate to All Jobs, select More and Import Jobs.

  1. Navigate to All Jobs.

  2. Select More.

  3. Select Import Jobs

Step 2: Download the Generic Template to edit with your Jobs list and Save as a CSV File.   

  1. Click on Download Generic Template to download our 'import template' 

Step 3: Open the Import Template and enter your job information

  1. Enter your Job information into the template for it to then be imported into NextMinute. 

Step 4: Import the file into NextMinute

  1. Click on Choose File and select the Job Import Template file with the information added in. 

 


Step 5: Preview and Import

  1. Click on Preview to validate the import template you have chosen.
  2. This will show a preview of your 'Job Import File'. Double check the information on it before pressing Import
  3. Select Import
     

Step 6: Update your Jobs or Create new Jobs

  1. Click on Create to import the Jobs as new Jobs
  2. OR Click on Update to update existing Jobs with the import.