• Products
    • Clik Service
    • Clik Remote
    • Clik Jobs
    • NICEIC Cert Software
    • Clik Cert Electrical
    • Clik Cert
    • Clik Cert (Field)
    • Clik AC Calc
    • Clik Training
  • Features
    • Asset Management
    • Bespoke Certificates
    • Catering Certificates
    • CRM
    • Customer Portals
    • Diary
    • Electrical Certificates
    • Engineer Portals
    • F-Gas
    • Fire and Security Certificates
    • Fleet Management
    • Gas Certificates
    • Invoicing
    • Job Management
    • Job Scheduling
    • Manager Portal
    • Mobile Job Sheets
    • Notifications
    • Planned Maintenance
    • Print Templates
    • Purchase Orders
    • Quoting
    • Reporting
    • Service Incidents
    • Stock Control
    • Third Party Integrations
    • Validation
  • Industries
    • Catering
    • Facilities Management
    • Lifts
    • Electrical
    • Plumbing and Heating
    • Air Conditioning
    • Generators
    • Building Services
    • Fire and Security
    • Doors, Gates and Barriers
    • Grounds Maintenance
    • Roofing
    • Pools
    • Cleaning
    • Renewable Energy
    • PAT Testing
    • Gas
    • Pest Control
    • Drainage
    • Telecommunications
    • Audio Visual
    • Laboratory Equipment
    • Water Services
    • HVAC
    • Construction
    • Environmental
    • Healthcare and Medical
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
Contact Us Try for FREE
  • Products
    • Clik Service
    • Clik Remote
    • Clik Jobs
    • NICEIC Cert Software
    • Clik Cert Electrical
    • Clik Cert
    • Clik Cert (Field)
    • Clik AC Calc
    • Clik Training
  • Features
    • Asset Management
    • Bespoke Certificates
    • Catering Certificates
    • CRM
    • Customer Portals
    • Diary
    • Electrical Certificates
    • Engineer Portals
    • F-Gas
    • Fire and Security Certificates
    • Fleet Management
    • Gas Certificates
    • Invoicing
    • Job Management
    • Job Scheduling
    • Manager Portal
    • Mobile Job Sheets
    • Notifications
    • Planned Maintenance
    • Print Templates
    • Purchase Orders
    • Quoting
    • Reporting
    • Service Incidents
    • Stock Control
    • Third Party Integrations
    • Validation
  • Industries
    • Catering
    • Facilities Management
    • Lifts
    • Electrical
    • Plumbing and Heating
    • Air Conditioning
    • Generators
    • Building Services
    • Fire and Security
    • Doors, Gates and Barriers
    • Grounds Maintenance
    • Roofing
    • Pools
    • Cleaning
    • Renewable Energy
    • PAT Testing
    • Gas
    • Pest Control
    • Drainage
    • Telecommunications
    • Audio Visual
    • Laboratory Equipment
    • Water Services
    • HVAC
    • Construction
    • Environmental
    • Healthcare and Medical
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
return to Support Centre

Importing Job Sheets Via CSV

Clik Service has a function to help you import lots of jobs at once. Maybe you have a big contract with a company that sends you 100’s of jobs for the month in an Excel spreadsheet. You can import them straight into Clik from the spreadsheet they send you.

The spreadsheet must be in CSV (Comma Separated Value) format.

 

Before You Start

Before you begin the import, you might want to map the spreadsheet you have received from your customer to Clik. To do this, go to our CSV Mapping video to find out how. However, you can also download the default CSV file here and use this.

 

Firstly, to create a job CSV file click on Tools > CSV Import > Jobs.

clik service tools menu, csv import, jobs

Select the type of CSV you would like to export and add your data by going to ‘Create CSV Template’ and selecting ‘Standard Job Template’ or ‘Job Template – Optional headers’.

creating csv template drop-down

  • Standard Job Template – This will have default information you would expect to have in a job
  • Job Template – Optional Headers – This will allow you to make a CSV with added headers. For example, it could be jobs that are for sites that don’t exist in your database currently so you can add those locations.

Next, select the optional headers you want by using the arrows in the middle to move them to the selected column. After selecting your headers, click ‘Generate CSV’.

selecting options csv header fields

You can then name and save the CSV.

saving job sheet csv

Now open that CSV and fill in the details you require under the headers (please see below for the standard headers and the description).

Once finished, save and close the CSV.

job sheet excel spreadsheet

Next, we can import the CSV you created to add all those jobs.

To import the CSV, go back into Clik Service and go to Tools > CSV import > Import.

Here, you can select ‘don’t import duplicate records’ if you know all jobs are different. However, it is possible the fields that look for duplicates (Our Ref and Cust Ref) could be the same although the jobs are different. Then select ‘Import Duplicate Records’.

You will also need to select the ‘Link Object to Object by’ which can be the customer name or the account code. This will make sure the jobs go under the right customer.

Click ‘OK’, find the CSV you want to import and click ‘Open’. This will now begin the import.

importing job sheets

Once finished, click on the ’Save’ button.

save job import

That’s it, you now have imported all of your jobs from a CSV.

clik service, job sheet list

 

Field Descriptions

Field

Expected Format

Notes

Template Text Enter the name of an existing job template here to create a job sheet with the template default values. If subsequent fields are populated this will overwrite any template defaults
Customer Text The name of the company/customer that the job is for. You can enter either ‘Customer’ or ‘Account Code’. The CSV must use only ‘Customer’ or ‘Account Code’.
Account Code Text The account code for the company/customer that the job is for. You can enter either ‘Customer’ or ‘Account Code’. The CSV must use only ‘Customer’ or ‘Account Code’.
Invoice Company Text The name of the company/customer that the job is invoiced to. You can enter either ‘Customer’ or ‘Account Code’.
Invoice Account Code Text The account code for the company/customer that the job is invoiced to. You can enter either ‘Customer’ or ‘Account Code’.
Location Company Text The name of the company/customer where the job location is. You can enter either ‘Customer’ or ‘Account Code’.
Location Account Code Text The account code for the company/customer where the job location is. You can enter either ‘Customer’ or Account Code.
Location Site Ref Text The site reference for the job location. If the site already exists this field is used to locate it. If the site doesn’t exist, you may want to include the option Location Site fields to create a new site.
Equipment Serial Text The serial value for an existing piece of equipment. If the equipment serial is not found a new piece of equipment will be created for the site. You may want to include the optional equipment fields when creating your CSV template.
Equipment Reference Text
Prefix Text Job prefix.
Title Text Job title.
Call Date Date (dd/mm/yyyy) If no date is given the date of import will be used.
Start Date Date (dd/mm/yyyy) If no date is given the date of import will be used.
End Date Date (dd/mm/yyyy) If no date is given the date of import will be used.
Fault Code Text The job fault code given needs to exist in your settings already, if it does not the fault code will be left empty on saving. If you are using a template, you do not need to populate this field.
Category Text The job category given needs to exist in your settings already, if it does not the category will be left empty on saving. If you are using a template, you do not need to populate this field.
Status Text The job status given needs to exist in your settings already, if it does not the status will be left empty on saving. If you are using a Template, you do not need to populate this field.
Our Ref Text This field or ‘Customer Ref’ MUST BE POPULATED. This or ‘Customer Ref’ is used to identify duplicates or to group multiple lines in the CSV belonging to the same job. You might use multiple lines to import multiple pieces of equipment to the same job.
Customer Ref Text This field or ‘Our Ref’ MUST BE POPULATED. This or ‘Our Ref’ is used to identify duplicates or to group multiple lines in the CSV belonging to the same job. You might use multiple lines to import multiple pieces of equipment to the same job.
Responsible Contact Text Enter the full name of an existing staff member who is the responsible contact for the job. If the name does not match exactly it will not be found and this field will be left blank on importing.
Site Contact Fullname Text Enter the full name of an existing contact on the job location address. If the name does not match exactly it will not be found and this field will be left blank on importing. If you want to create a new site contact, you will need to use the optional site contact fields to do this.
Notes Text Job notes, you can include commas as long as the notes are within quotation marks “like this, for example”
Work to be done Text Work to be done notes, you can include commas as long as the notes are within quotation marks “like this, for example”

 

The fields below are optional fields that can be used to create new sites, contacts and equipment:

Location Site Description Text
Location Site Line 1 Text
Location Site Line 2 Text
Location Site Line 3 Text
Location Site Town/City Text
Location Site Postcode Text
Location Site County/State Text
Location Site Country Text Enter either the country name or the two-character ISO country code. If possible, the country code as there is less chance of a mismatch due to a typo. If the country is not found it will default first to the owner company country if populated or ‘United Kingdom’ if there is no owner company country.
Location Site Telephone Text
Location Site Email Text
Location Site Notes Text You can include commas as long as the notes are within quotation marks, “like this, for example”.
Site Contact First Name Text
Site Contact Surname Text
Site Contact Mobile Text
Equipment Description Text
Equipment Make Text
Equipment Model Text
Clik Service

Clik Service

Importing Data

Using CSV Mapping [Video]
Clik Service

Clik Service

Sites & Equipment

Importing Equipment Via CSV

Job Sheets

  • Job Sheets Overview [Video]
  • Creating New Job Sheets [Video]
  • Filling in Details on Job Sheets [Video]
  • Adding Signatures to Job Sheets
  • Adding Action Lists to Job Sheets
Show more

Ask Tech a Question

Did you find what you were looking for? Don’t worry if not, you can get in touch with our tech support team.

Contact Tech Support
PERSONALISED LEARNING

A Training Masterclass From Our Experts

You’ve got the software. Now get the expert knowledge straight from the experts. If you want to know more about Clik Service or the NICEIC Cert Software, maybe you want to drill down into a specific module, or a run-through for a new engineer, we’ll walk and talk you through it in the way that suits you.

Learn More

4.5

  • Products
    • Clik Service
    • Clik Jobs
    • Clik Remote
    • NICEIC Cert Software
    • Clik Cert
    • View All Products
  • Features
    • CRM
    • Invoicing
    • Job Management
    • Job Scheduling
    • Quoting
    • View All Features
  • Industries
    • Air Conditioning
    • Electrical
    • Facilities Management
    • Fire and Security
    • Plumbing
    • View All Industries
  • Support
    • Training
    • Service Status
    • Contact Tech Support
    • Product Roadmap
  • About
    • Blog
    • News
    • Privacy
    • Terms

Copyright Clik Limited © 2000-2023 – All Rights Reserved