How to import an order

To import an order: Go to the orders screen > click on import orders in the top right hand corner 

Fill in: 

  • Customer
  • Coordinator
  • Account Team
  • Project
  • Job details and requirements

Select file to import - Must be an XLSX file. The worker types on the file needs to match exactly character-for-character with the told type in your system.

Once file is uploaded, click on import orders.

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