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Import jobs/orders from a spreadsheet

Import multiple jobs or orders into Zigaflow from a spreadsheet using the import template, including the required columns and item rows.

Before you import

Before importing, the customer/company and contact at the company (if set in the import) need to be in Zigaflow. Otherwise, the import will fail.

These columns are compulsory in the import file:

  • ID - this is just the reference from the previous system, such as the job number

  • Status (the Zigaflow status)

  • Company

  • Assigned User Email - the user the job will be assigned to in Zigaflow

  • Initial Assigned User Email - the initial user the job will be assigned to in Zigaflow

  • Start Date

  • End Date
    ​

Download the import template

1. Click on the Cog

Zigaflow dashboard with the settings cog icon highlighted in the top-right toolbar, above the Recently Created Jobs panel

2. Click "Import Center"

Settings menu with Import Center highlighted in the left sidebar, next to a list of import types like Contacts, Jobs and Invoices

3. Click "Jobs" or whatever you have renamed the module to (Orders, Sales Orders, etc.)

Import Center settings with the Jobs option highlighted in the list of import types, between Quotations and Purchase Orders

4. Download the template here

Import Center Jobs import page with the Download Template button highlighted under Step 1, Download our Template

Fill in the template

5. More than one job/order can be imported at a time.

The template consists of three areas: header, section name, and item details.

Spreadsheet import template with orange boxes highlighting the header columns, the section name column and item details columns

6. For each item in an order, there needs to be a complete row. This means that the master job details, such as the customer name or note, need to be repeated on each line. Similarly, the section name (if given) needs to be repeated for all the items in the section.

Import spreadsheet with job details repeated on each row, arrows on Company and Section Name columns, Item Code column boxed

Upload the import file

7. Drag and drop the import file here

Jobs import page with the Select Files or Drag & Drop Here button highlighted under Step 3, Upload the updated template file

8. Click "Upload"

Import file upload panel with a selected file row and the highlighted Upload button next to Clear, for .xls or .xlsx files

9. The banner shows the success or failure of the import

Import dialog showing Import Complete with a green check and a banner reading "1 created, 0 updated." for the jobs file

10. The original ID/Reference from the previous system is appended to the description

Job edit screen with the Description field highlighted, showing the imported original reference "Import ID: 4457

Learn more: jobs in Zigaflow

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