How To Import Jobs

Click on the Import Jobs button on the Jobs Page.
Download our import template
Fill out the spreadsheet and upload it
Jobs will be imported as Drafts
Attach your required paperwork and Submit for Funding on each job.

What are the columns in the spreadsheet?

Title	Description
job_reference_number required ex: L-1232	This is the number that you use as your company's invoice number.
is_factored required ex 1: TRUE ex 2: FALSE	This will indicate to Denim whether you would like to factor the job or not. If you want to factor then put TRUE. If not, then put FALSE.
notes optional	Include any additional information you would like Denim to know about this job.
receivable_reference_number optional ex: PO-12345	This is where you put a PO, or reference number used by your customer to reference the load.
receivable_company_id required see below for details	This is where you put the id number associated with your customer.
receivable_total_amount required ex: 1000	This is where you put the dollar amount you are billing your customer.
receivable_obligation_date required ex: 12/23/2020	This is where you put the date you are billing your customer.
receivable_due_date required ex: 1/23/2021	This is where you put the day your invoice is due to be paid by your customer.
payable_reference_number optional ex: JS-101	This is where you put your contractor's invoice number.
payable_company_id required if there are payables see below for details	This is where you put the id number associated with your contractor.
payable_total_amount required if there are payables ex: 850	This is where you put the dollar amount you are paying your contractor.
payable_obligation_date required if there are payables ex: 12/23/2020	This is where you put the date your contractor is billing your company.
payable_due_date required if there are payables ex: 1/4/2021	This is where you put the date you would like to pay your contractor.

How do I get the company_id for my customers and contractors?

receivable_company_id

You'll find this by going to the Customers tab and using the ID number next to the name of the customer you are billing. If you prefer, you can use the Export button to download a list of all of your customers. Enter this number in the corresponding field on the spreadsheet.

payable_company_id

You'll find this by going to the Contractors tab and using the ID number next to the name of the contractor you are working with. If you prefer, you can use the Export button to download a list of all of your contractors. Enter this number in the corresponding field on the spreadsheet.

Errors

If you there is an import error, we do not import any of the jobs. You can take a look at what line number is causing the issue and resolve it. Then you can try again.