Import Jobs

(Please contact our Tech Support Team to request this feature for your account)

To import a spreadsheet of job data, first go to Jobs

Press “Import Spreadsheet”

A pop-up will appear, prompting you to either drag/drop or choose a file to upload. Please note that the spreadsheet must be in .csv format (comma separated values). You will need to export/convert your current spreadsheet into .csv format using your device’s spreadsheet software before importing (excel, apple numbers, google sheets, etc.)

There is an option to download our Import Template. Please use this template to format the column labels for your data before importing. THE COLUMN LABELS MUST MATCH THE IMPORT LABELS IDENTICALLY IN ORDER FOR THE IMPORT TO WORK.

After formatting your spreadsheet and uploading the file, ServeManager will import the file and create the multiple jobs.

An Imports tab will appear in your Account section to review past imports.

PLEASE NOTE: IF THE COLUMN LABELS DO NOT MATCH IDENTICALLY TO THE LABELS PROVIDED IN THE IMPORT TEMPLATE, SERVEMANAGER WILL NOT IMPORT THE DATA IN THAT COLUMN.