Can I Bulk Update Existing Jobs?

You can, however, due to the effort and time involved to do this, we recommend against it. There are also certain fields that can't be updated via a job import that need to be considered. We've listed these for you in the formatting section.

Additionally, you will need to add a unique identifier to each job that requires updating. Because of this, we would only recommend using this method if you need to make multiple updates to multiple jobs in one sitting.

 

Adding your unique identifier

The unique identifier will ensure that Tradify applies each amendment to its respective job during the import phase. Also, considering the unique identifier is needed on the job export, you will need to complete this step before proceeding further.

There are two fields that you can add the unique identifier to. One is the reference field and the other is the custom field. For simplicity, we recommend using one of the 4 custom fields.

As for the unique identifier, again, it's best to use something simple like a numerical sequence such as 1, 2, 3, 4, 5, 6, 7, 8, 9, 10.

An example of how this might look:

As an example, 5 jobs have the wrong descriptions and statuses. We're going to use the import feature to update them accordingly. Firstly, we're going to add our unique identifier to each job in Tradify. Seeing as the #4 Custom field hasn't been used on any of them, we will add our identifier there.

JB0531 - we input '1' into custom field 4
JB0532 - we input '2' into custom field 4
JB0533 - we input '3' into custom field 4
JB0534 - we input '4' into custom field 4
JB0535 - we input '5' into custom field 4

Each of these jobs now has a unique identifier applied to the same field.  

 

Formatting

The table below illustrates what can and can't be changed via a job import.

Fields

Is it mandatory for the import?

Can I blank out this field?

Rules

Job Number

Yes

No

  • The Job Number cannot be amended. It must remain as is.

Customer

Yes

No

  • You can replace the customer, but it must be replaced with a customer that already exists in Tradify. New customers cannot be created via a job import.

Site

No

Yes

  • You can replace the Site, but it must be replaced with a Site that already exists in Tradify. New Sites cannot be created via a job import.

Reference

No

Yes

  • You can replace the reference. 
  • The field is limited to 100 characters.

Status

No

Yes

  • You can change the status, but it must be replaced with an existing Status. New Status' cannot be created via a job import.

Pricing Level

No

Yes

  • You can change the Pricing Level, but it must be replaced with an existing Pricing Level. New Pricing Levels cannot be created via a job import.

Category 1

No

Yes

  • You can change the Category, but it must be replaced with an existing Category. New Categories cannot be created via a job import.

Category 2

No

Yes

  •  Same as the above.

Job address

No

Yes

  • You can input any address and it will update the Job. Be aware that this won't update the customer record, only the job will be updated.

Description

No

Yes

  • The description field can include up to 25mb worth of text. Comparatively speaking, you can input well over 10,000 characters of text in this field.

Job Contact Information

No

Yes

  • You can update the Job contact information and it will show accordingly on the imported Job. Be aware, it won't update the customer record.

Site Contact Information

No Yes
  •  Same as the above.

Staff

No Yes
  • You cannot change assigned staff members via a job import.

Schedule

No Yes
  • You cannot change scheduled appointments via a job import.

Notes

No Yes
  • You cannot change nor add Notes via a job import

Time

No Yes
  • You cannot change nor add timesheet entries via a job import.

Materials

No Yes
  • You cannot change nor add materials via a job import.

Entered By

No Yes
  • This field is non-amendable throughout all of Tradify

Entered On

No Yes
  • This field is non-amendable throughout all of Tradify.

Custom Fields

No Yes
  •  Limited to 100 characters

 

Updating and importing 

Important Note: Please ensure each job has its unique identifier assigned. If you import jobs without a unique identifier, you'll end up with duplicate jobs.

If in doubt, please refer to the section above or contact support.

Before we get started, you'll need to export the list of jobs you're wanting to update. To do this, head over to the Job Dashboard and then use the filters available to compile the relevant list of jobs. Once you have the jobs listed on the dashboard, click the Options tab followed by "Export Jobs to File". 

Update_Jobs_Import_-_1.jpg

Note: Upon clicking the export button, Tradify will automatically download your jobs to a CSV file. 

Next, open the CSV file and add or amend the relevant info. Before doing this, please ensure you familiarise yourself with the rules mentioned above in the formatting section. Additionally, please ensure you don't make any changes to your unique identifier.

Once you're ready to import, head back to the Job Dashboard > select the Options tab > then choose "Import Jobs from File".

Update_Jobs_Import_-_3.jpg

Next, select Choose CSV File to find and attach your relevant import file. Then, enable "Match existing jobs using", and select the field you assigned your unique identifier to. Once you've added the file and selected your field, click "Start Matching".

Update_Job_Import_-_2.png

Note: Tradify will open the CSV file, examine its contents and match the rows accordingly. If you need to change the matched order, click the X icon on the right-hand side of the row and then drag & drop the relevant field into its place.

Also note that the field you selected as your unique identifier is locked. It cannot be changed at this stage of the process. 

Once the columns have been matched correctly, click on "Import Job File".

Update_Jobs_import_-_4.png

Once the file has been imported, your updates will be showing accordingly.

Important Note: If you have duplicate Jobs showing, it means the unique identifier hasn't been applied correctly. Please delete the duplicates and try again. For further assistance, please contact support.
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