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
1. Click on the Cog
2. Click "Import Center"
3. Click "Jobs" or whatever you have renamed the module to (Orders, Sales Orders, etc.)
4. Download the template here
5. More than one job/order can be imported at a time.
The template consists of three areas: header, section name, and item details.
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.
7. Drag and drop the import file here
8. Click "Upload"
9. The banner shows the success or failure of the import
10. The original ID/Reference from the previous system is appended to the description
