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5. Once the data is already imported, you would see a notification similar to the below.
Template Guide
Column | Header | Compulsory Field | Default Value If Not Specified | Possible Values (If Applicable) | Create If Not In Ascora | Notes |
---|---|---|---|---|---|---|
A | JOB NUMBER | Next Available Job Number | ||||
B | JOB NAME | |||||
C | 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. | ||
D | JOB STATUS | In Progress | See Table Below | |||
E | DATE CREATED | Current Date | ||||
F | 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. | ||||
G | 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. | |
H | SITE CONTACT | Yes | ||||
I | BILLING CUSTOMER | Site Customer | Yes | |||
J | BILLING CONTACT | Yes | ||||
K | ADDRESS LINE 1 | |||||
L | ADDRESS LINE 2 | |||||
M | SUBURB | |||||
N | STATE | |||||
O | POSTCODE | |||||
P | PRICING METHOD | Default Setting | See Table Below | |||
Q | 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 | |||
R | TOTAL TAX | $0 | As Above. | |||
S | JOB DESCRIPTION | |||||
T | WORK UNDERTAKEN | |||||
U | PURCHASE ORDER | |||||
V | CLIENT ORDER NUMBER | |||||
W | JOB TYPE | Default Setting | Yes | |||
X | ASSIGNED TO | |||||
Y | 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. | ||||
Z | EXPECTED DATE | |||||
AA | EXPECTED DURATION | |||||
AB | INVOICE NUMBER | |||||
AC | TEAM | |||||
AD | 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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