If you have jobs and associated job information from your previous software, you can import the data into Ascora by using the standard Job Import template.
Import Process
1. Go to Jobs → Import/export → Download Import Template.
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The information you enter in the template must follow the format in Ascora Job screen. For example, in the column "Pricing Method" you need to enter the Ascora pricing methods either Time and Materials, Fixed Price, Sections, and Stages. |
3. After completing the necessary details, go back to Jobs → Import/Export but this time, click Import.
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4. Select your Import file and click Open.
5. Once the data is alreadyimportedalready imported, you would see a notification similar to the below.
Template Guide
| Header | Compulsory Field | Default Value If Not Specified | Possible Values (If Applicable) | Create If Not In Ascora | Notes |
|---|---|---|---|---|---|
| JOB NUMBER | Next Available Job Number | ||||
| JOB NAME | |||||
| IS SECTION/STAGE | False | Yes/No | Set to Yes/True for any Job that is a child of another. E.g. a section or stage of another Job. The parent job should always be set to False. | ||
| JOB STATUS | In Progress | See Table Below | |||
| DATE CREATED | Current Date | ||||
| QUOTE NUMBER | If populated, the Job will be linked to the given Quote. The Quote must already exist in Ascora and not already be linked to another Job. | ||||
| SITE CUSTOMER | For Section/Stage - No Otherwise - Yes | For Section/Stage - Parent Quote Site Customer | Yes | If Billing Customer has been provided but not Site Customer, the Billing Customer will be used for both. | |
| SITE CONTACT | Yes | ||||
| BILLING CUSTOMER | Site Customer | Yes | |||
| BILLING CONTACT | Yes | ||||
| ADDRESS LINE 1 | |||||
| ADDRESS LINE 2 | |||||
| SUBURB | |||||
| STATE | |||||
| POSTCODE | |||||
| PRICING METHOD | Default Setting | See Table Below | |||
| TOTAL AMOUNT EX TAX | $0 | If Pricing Method is Time & Materials, the Total values will be recalculated based on Supplies and Labour values after import process has completed | |||
| TOTAL TAX | $0 | As Above. | |||
| JOB DESCRIPTION | |||||
| WORK UNDERTAKEN | |||||
| PURCHASE ORDER | |||||
| CLIENT ORDER NUMBER | |||||
| JOB TYPE | Default Setting | Yes | |||
| ASSIGNED TO | |||||
| BOOKING DATE | If a Assigned To and a Booking Date has been imported, a new Booking will be created with these details. If either are missing, no Booking will be created. | ||||
| EXPECTED DATE | |||||
| EXPECTED DURATION | |||||
| INVOICE NUMBER | |||||
| TEAM | |||||
| ESTIMATED DURATION |
Job Status
When importing Job data, the mapping table below can be used to ensure the Job is imported as the expected Status.
| In Progress | In Progress, Started, Open |
|---|---|
| Completed | Completed, Finished |
| Cancelled | Cancelled, Rejected |
| Deferred | Deferred, Could Not Complete |
| Booked | Booked, Assigned, Accepted, Dispatched, Scheduled |
| Unscheduled | Unscheduled, Not Scheduled |
| Ready To Invoice | Ready To Invoice |
| Closed | Closed |
Pricing Method
| Time and Materials | Time and Materials, Time and Material, Time, T&M |
|---|---|
| Fixed Price | Fixed Price, Fixed, FP |
| Sections | Sections, Section |
| Stages | Stages, Stage |
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