Import jobs
The following is a list and explanation of each of the fields you can include when importing jobs.
Important Note: If you sync with an accounting system, we don't recommend importing records via CSV into Cashflow360℠ unless they don’t exist in your accounting system at all to avoid duplicates and sync errors.
| Field Name | Required? | Maximum length | Description | Accepted Values | Additional Information |
|---|---|---|---|---|---|
| Job Name* | Yes | 100 characters | The name of this job | - Key field - Requires an exact match with the desired Job's name (for updating) |
|
| Active? | No | NA | Denotes if this Job is active or inactive | Active Inactive |
- Requires an exact match with one of the accepted values - All records are set to Active when created; They can't be created and set to inactive in the same import |
| Description | No | 4000 characters | The description of this Job | ||
| Job ID | Yes | 40 characters | The ID of this Job | - Key field - Requires an exact match with the desired Job's ID Can't be updated via import |
|
| Parent Job Name | No | 100 characters | The name of this Job's parent | - Requires an exact match with the desired Job's name - The desired Job must be active in Cashflow360 or created during the same import |
|
| Parent Job ID | No | 40 characters | The ID of this Job's parent | - Requires an exact match with the desired Job's ID - The desired Job must be active in Cashflow360, or created during the same import |
Please note: If specifying the Parent Job, both Parent Job Name and Parent Job ID must be provided.
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