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.

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". 

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".

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".

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".

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.