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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