Importing Job data

Warning Rather than using this feature, we prefer to import your data for you. The Import function was intended for internal Moraware use, and is unforgiving if you import data you didn’t intend to. Before you use it, please experiment with small amounts of data, and don’t hesitate to call us if you have questions.

If you have existing job information already in an excel spreadsheet or .csv file, you can use the Admin->Import Data to manually import job data. Here’s how:

1. Go to Admin->Import Data
2. Click Upload File… and choose a .CSV file
3. For the Subject Area, choose Job to import job names and addresses.
4. Next, you’ll want to map the columns you imported to fields in JobTracker.
   1. In the Columns menu, choose Map Columns to JobTracker Fields…
   2. You can either choose Auto Map Columns or choose them manually by clicking where it says No Mapping.
5. You can do some formatting of the cells – if you click on any Column header, you can see the formatting options.
6. If there are errors or warnings, you’ll want to resolve those. You can view only errors and warning by clicking on any of the numbers next to Error Count or Warning Count
7. Once everything looks good, click on Import…

Be Careful When you import jobs, the accounts must already exist within Moraware JobTracker. If you use Auto Map Columns you should double-check that the fields were mapped correctly. You can't update existing jobs, you can only add new jobs.