Importing Jobs From CSV

A season of jobs can be loaded from a spreadsheet instead of typed in. Import Jobs on the Schedule reads a CSV, validates every row against your locations, job types, organizations, and teams, and creates the jobs in one pass.

Columns

Column	Required	Notes
Job Name	Yes
Date	Yes, unless Start and End Time include a date	Ignored with a warning when the times already carry a date.
Start Time, End Time	Yes	An end before the start is treated as an overnight job ending the next day, with a warning.
Location Name	No	Must match a saved location exactly.
Job Type Name	No	Must match an existing job type.
Organization Name	No	Must match an existing organization. Creates an organization session on the job.
Team	No	Must match a team name. Defaults to your active team.

Extra columns are rejected, so trim the file to these headings.

Running the import

On the Schedule, click Import Jobs and drop the CSV in.
Map your headings to the columns above.
Click Validate Import. Every row is checked and listed with a Type of Fatal or Warning, the row number, and the column.
Fix fatal rows in the file and Restart Import, or proceed if only warnings remain.
Save. Jobs appear on the schedule as the import runs.

Rules the import applies

A name that does not match a location, job type, organization, or team is fatal for that row. Create the record first.
An organization without a job type gets a session using the import package, so the job still shows the client. Add the job type to get the right defaults.
Imported jobs are non-bookable with no staff. Open each one, or use the schedule filters, to assign staff and set booking.

<aside> 💡

Coming from another scheduling tool? The Integrations section explains how to export a calendar from Google, Outlook, HoneyBook, or 17hats into a file this import will accept.

</aside>

Importing Schedule Events From a CSV