How to Import an Order in Armada
Importing orders allows you to upload large or recurring shift requests quickly using a spreadsheet.
Steps to Import:
- Go to the Orders screen
Click Import Orders in the top right corner
Fill out the required fields:
- Customer
- Coordinator
- Account Team
- Project
Job details and requirements
Upload your import file
- File must be in .XLSX format
- Important: Worker types in your file must match the role types in your system exactly (including spelling, capitalization, and spacing)
- Once everything is filled out, click Import Orders
Your shifts will be created based on the data in your file.