How Do I Bulk Import Jobs?

What is bulk importing of jobs?

If you have jobs in another system or spreadsheet that you wish to import to vWork, you can bulk import them into the schedule.


Why should I bulk import jobs?

Save time and energy recreating jobs and import them quickly into vWork.


How do I bulk import jobs?

1. Create a CSV for Import

You can bulk import jobs into vWork if you have the information saved as a CSV file (you can save Excel spreadsheets as CSV files if you need to).

You can only import up to 200 jobs at once and you will need to choose a single template for each import.

If you wish to assign jobs to workers, you need to include the worker's email address in the file.

If you wish to include a start time, you will need to include the start time in the following format: YYYY-MM-DDTHH:MM+12 (where the +12 is your local timezone offset)


2. Upload Your CSV

You can upload your CSV on the import jobs tab. Simply select the template you wish to use, select your CSV file and then click "Start Matching".


3. Match Your CSV Fields to your Chosen Template

You can match as many fields as you want by simply dragging your imported field from the left-hand side over to one of the available template fields on the right.

We will only import the fields that you choose to match.

When you have mapped all the fields you wish to import, click "Submit".  You should then see a confirmation dialog like the one shown below. Click "Accept" when you are sure you have selected the correct information to import.


Important Things to Note

You can supply a third party ID for your job if you wish. If you don't provide a Job ID, then vWork will create one for you.

The addresses that you supply are not automatically geocoded into the vWork system. This means we will not be able to display the step location on the map.

If you include a worker but no start time, we will default the start time to now. If no worker is selected, then the Jobs will be created as unassigned jobs.

In the example below, we have imported a number of jobs with no worker, some of them had start times.

In the example below, all jobs had workers, but only some had start times, the other jobs defaulted to now.


Importing jobs as draft 

You can also choose to import your jobs as draft, this way if you have already assigned the job, they will not appear on the workers phone until you 'un-draft' the job.

To do this just add a column to your import CSV and use the value 't' for true (import as draft) or 'f' for false do not import as draft.

Then you just match this with the import as draft field as shown below:


Tips on Date Formatting

If you want to assign each job to a worker, please ensure that your CSV includes the worker’s email address. If you want to supply a scheduled start time, please ensure your CSV includes a start date and time in the following format: YYYY-MM-DDTHH:MM
If you need to populate a date time custom field, the format is similar, but needs to includes seconds and a time zone offset, like so: YYYY-MM-DDTHH:MM:SS+12 (where +12 is the local time zone.)


Don't Forget the API...

We also have a full API available if you wish to look at automating this process, all of the API information can be found here.

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