You can use the Import Jobs feature to save time on data entry by importing jobs from a CSV file and from select TMS partners.
STEP 1 | Import Jobs
To start the Import process, select the Import Jobs button. The Import Jobs button can be found on the Dashboard, Jobs Board and Import Review pages. Currently we offer importing jobs from a .CSV file. See our help article on setting up your CSV template file for more details.
After the file has been uploaded, continue the import. You will receive a confirmation prompt if the import is successful. This displays the number of job imported. Note: If you are uploading a large file with 500-1000 jobs, they may take up to a minute to appear on the Import Review page. Please do not re-upload your file until you've waited 60 seconds.
Successful imports will be created in an interim status for final review and are not yet saved into your Jobs Board.
Click the Go to Import Review button to visit the Import Review page to finalize the import process and save jobs as drafts.
STEP 2 | Resolve Company Mapping
Step two is all about mapping customers and contractors from the import data to the Denim database. Companies will need to be mapped only once. Once a company as been identified in Denim and the mapping is saved, this process will be automated for subsequent imports.
Map companies by searching the company name in the field in the Denim Equivalent column. A green checkmark next to the company name indicates and existing relationship to your account, and a plus sign is a company that exists in the Denim system but doesn't have a relationship to your account. You can click that company to add a relationship, or click Add New Company to create one from scratch.
STEP 3 | Review Interim Jobs and Save as Drafts
The last step allows you to review the imported job details before converting the interim jobs to drafts. Click the Save Jobs as Drafts button to save the listed jobs a drafts.
- Jobs with a green checkmark are free of errors and ready to save as draft.
- Jobs that are not ready to save as drafts will be marked with a red triangle and populated at the top of the list. The specific error(s) in that row are indicated by red text or outlined with a red input field.
- If the Save Jobs as Drafts button is disabled, that means none of the listed jobs are ready to submit. Common errors that may need to be fixed include:
- A Company has not been defined/mapped. This is resolved by completing step 2.
- An input is not formatting correctly
- Information is missing
- The job or reference number is duplicated
When you click to save the jobs, you'll see a success message at the top of the page indicating how many jobs were saved as drafts. The saved jobs will now be viewable on the Jobs Board page.
If an error can not be corrected, the best solution is to delete it and try to import again. If this approach still does not fix the issues, adding it as a job through the Add Jobs workflow in your webapp dashboard may be necessary.
STEP 4 | Submit for Funding
From your Jobs Board, select the draft jobs you've just imported. You can edit the jobs to complete a final check or to make any necessary changes, such as adding documents. When you're ready to submit the jobs to Denim, click Submit for Funding.