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
Client Assets
When importing this file, the reference/serial number automatically links the items to any client assets.
1. Click on the Cog
2. Click "Contracts"
3. Download the template here
4. More than one contract can be imported at a time.
The template has three areas: header, section name, and item details.
5. For each item in a contract, there needs to be a complete row. This means that the master contract 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 sections.
Use the column "Linked Asset Reference" to connect a line to a client asset.
6. Drag and drop the import file here
7. Click "Upload"
8. The banner shows the success or failure of the import
9. The original ID/Reference from the previous system is appended to the description
