Admin — Import Open Jobs
Import Open Jobs
Bring the shop's open jobs onto the board from a spreadsheet, so nobody has to keep two lists. Each job gets a PR number like a new request, keeps its stage, and its activity log says it was imported by you. Up to 500 jobs per file.
1. Fill in the template
One row per open job. The example row is skipped, so you can leave it in. Opens in Excel; save it as CSV when you're done.
What goes in each column
- Company
- Required. The customer's name.
- Site address
- Optional.
- State
- 2-letter code (IL) or full name (Illinois). Optional.
- Contact name
- Optional.
- Phone
- Optional.
- Optional; must be an email address if given.
- Pump location/tag
- Where the pump is, or its tag. This or Serial is required.
- Pump make
- Optional (Goulds, Flowserve, Durco…).
- Pump model
- Optional.
- Serial
- This or Pump location/tag is required.
- Repair type
- General refurbish or Engineered repair. Blank means General refurbish.
- Urgency
- Required. Red (pump down, process stopped; “Emergency” works too), Yellow (pump down, spare running) or Green (planned).
- Logistics
- Pickup by CFP, Customer drop-off, Ship to shop, On site, Not sure. Optional.
- Stage
- Required. New, Reviewing, Quoted, Approved, In Shop, Ready, Shipped. Closed jobs aren't imported.
- Assigned to
- A name exactly as it shows on the board's team list, or blank.
- PO
- Optional. Blank shows “No PO yet”.
- Promised date
- Optional. 11/20/2026 or 2026-11-20.
- Received date
- The day it came in; its PR number uses this date. Blank means today.
- Quote amount
- Optional. The quote already sent, like 4820 or $4,820.00. Only for Quoted jobs (saved as waiting on the customer) or Approved and later (saved as approved).
- Quote date
- Optional. The day the quote went out: 11/3/2026 or 2026-11-03. Blank means today.
- Notes
- Optional. Saved on the job's activity log.
2. Upload it and check the preview
Excel workbook? Choose File › Save As › CSV UTF-8 first. Nothing is saved until you press Import.