Uploading Jobs in Bulk

Overview

You may need to create multiple jobs in bulk - you can upload a spreadsheet with information about new jobs to save time. 

Prerequisites

You need to have an account with the Super User role, Operations role, or a custom role with rights to upload Jobs.

Solution

Note: At a time, only up to 1000 jobs can be uploaded in bulk using a spreadsheet.

Below are the steps for bulk upload of jobs:

1. Log in to the Field Force Manager web portal using your credentials and company ID.
2. Click on the Jobs tab.
   
   
   
   
3. Click Upload Jobs.
   
   
   
   
4. Click Get Template.
   
   
   
   A zipped template in two formats (XLS and CSV) is downloaded.
5. Extract the downloaded archive and open one of the template files using any spreadsheet program (e.g. Excel or Google Sheets).
   
   
   
   
6. Enter information about jobs into the template and save the file on your computer.
   The template contains basic information about available fields. For more information about the fields, refer to the Creating Jobs article.
   Note: Remember that Job IDs must be unique.
   
   
   
   
7. On the web portal, click Choose File and select the file with the job information.
8. Click Submit.
   
   
   

Testing

The newly created jobs are displayed on the page:

Also, you can ask the workers (with assigned jobs) to confirm that the new jobs are available in the mobile app.

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