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Bulk Jobs Import *new*

Last Updated: Feb 13, 2017 03:21PM CET
Synchroteam allows you to import Jobs directly from a CSV file. However, this file must conform to a specific format.


Creation of the CSV import file


It is important to define the information you want to import. In Synchroteam there are a number of fields that can be filled in and additional fields that can be added if necessary. You must first create these fields before importing. (see article: Custom fields).
It is also preferable that your import file contain a header row with the name of your fields. This is to simplify the procedure when it comes to mapping the fields in your file to those in Synchroteam.

 

Required Fields (mandatory)

Only 3 fields are required.

Customer name:
WARNING, the customer must exist in Synchroteam. If not you must first create it manually or via a CSV file (see article: Import or Export your data).

Priority:
  • Low
  • Normal
  • High

Assignment type:
  • 0: flexible assignment - the technician, start date and end date are not specified. If specified, they are not set in stone
  • 1: firm assignment -  the job start time is locked
  • 2: firm assignment time only, the job start time is locked, but the technician is not set

 

Optional Fields

There are 5 categories of fields that you can import :
  • General information
  • Customer
  • Contact
  • Scheduling
  • Custom Fields

 

The General Information section

Field list:
  • Description: In this field, you can enter a description for your job (2048 characters maximum)
  • Job type: The job type must exist in Synchroteam. Otherwise, the "default" job type will be used
  • Priority: Low, Normal or High.
  • Job number: Alphanumeric field allowing you to set your own job number.
  • Invoiced Customer: Allows you to bill another customer than the one the job is assigned to. This customer must also exist in Synchroteam
 

The Customer section


NB: If the customer does not exist in Synchroteam AND you provide an address, then this customer will be created in Synchroteam when importing your file.

A valid address is either all fields STREET, ZIP CODE and CITY or the FULL ADDRESS. If all these fields are provided, then only FULL ADDRESS will be taken into account.

Field list:
  • Customer: Customer name
  • Site: Customer site. The site must exist in Synchroteam (see article: Import or Export your data)
  • Equipment: Piece of equipment on customer site. The Piece of equipment must be existing in Synchroteam (see article: Import or Export your data)
  • Street: Customer street address
  • Zip code
  • City
  • District
  • Country
  • Full address: full address in one line
  • Additional address: Additional address information
  • Latitude: GPS latitude
  • Longitude: GPS longitude
 

The Contacts section

In cases where the contact already exists in Synchroteam, this person's information will be updated with the values found in the import file.

Field list:
  • Contact first name
  • Contact last name
  • Contact phone number
  • Contact mobile number
  • Contact fax number
  • Contact email

The Scheduling section

Field list:
  • Assignment type: this mandatory field can have one of 3 values
    • 0: flexible assignment - the technician, start date and end date are not specified. If specified, they are not set in stone
    • 1: firm assignment -  the job start time is locked
    • 2: firm assignment time only, the job start time is locked, but the technician is not set
  • Technician: login of the technician assigned to the job
  • Start date: start of the job (ex 06/22/2017 08:30)
  • End date: end of the job (ex 06/22/2017 10:15). This is optional - it can be calculated using the duration set for the job's type.

The Custom field section

In this section you can include custom fields that you have defined for Jobs (see article: Custom fields).

Import the CSV file

To import your CSV file, click Configuration, then click "import / export".



Click on « Import Jobs »


Click on « Upload »


Pick up your CSV file and click on "Open"



Click on « Preview »


You then have a preview of the first three lines of your file. You need to:

1 – select the separator
2 – see if you want to import the first line or not
3 – do the mapping between the column names of your file and the associated fields in Synchroteam.

Click on the « Import » button



A popup indicates that the upload has occurred, click "Ok".



You will receive a confirmation email indicating the success or failure of your import.

Example, successful Import:


Example, Failed Import (with explanation):


 

Contact Us

support@synchroteam.com
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