Importing and Exporting Jobs

If you have a large number of jobs, you can choose to import them using a comma delimited CSV format import file. You can also export jobs created in the Scenarios user interface in the same format, for backup purposes.

Importing Jobs

To import a jobs file:

 

1.Open the list menu in the upper left corner of the List panel and select the Jobs option. The Jobs list opens.

 
2.Click the More menu button to the right of the List panel, and then select the Import Jobs option in the menu that opens.

 
 
3.Drag and drop the CSV format file from its saved location into the dialog box. Alternatively, click Choose File, browse to the file on your computer, select it, and then click Open.

 
4.Click Manage Mappings. The Manage Mappings dialog box opens. From here you can use one of the following methods to map the columns in your import file to the columns in the Jobs list:

 
oIf you have used the column naming conventions described in the job import file format table below, you can click Auto Map and the columns in your import file are mapped to the correct job values automatically. You can use the Sort button to toggle between sorting the columns on the left alphabetically or in the order they appear in the file.
oIf you have previously saved a JSON file containing the column mappings, you can click Load to use the saved mappings.
oIf your import file uses your own custom column names, follow these steps:
a.Click a column name in the left panel, and then click the right-facing arrow .
b.Select the field in the right panel, and click Edit Mapping.
c.Select the field that matches the values contained in the import column.
d.Click OK.


 
Repeat this process for each column in your import file.
 

5.(Optional) When you have mapped your columns from the file to the Jobs list, you can perform any of the following actions:

 
oClick on the left-facing arrow to remove the selected field from the Jobs list.
oClick Edit Mapping to change the mapping for the selected field.
oClick Clear to clear all mappings you have made and start over.
oClick Download to save the current mappings so that you can reuse them another time.
oClick the Settings button to select the formatting to use for dates.

 

6.When you have finished mapping all your columns from the import file to the Jobs list, click OK to complete the import.

Job Import File Format

Your job import CSV files can contain some or all of the following columns:

Columns with a value of 'attributes', such as 'job.required_route_attributes' and 'job.attributes' can also be imported using 'tags' (for example, 'job.required_route_tags' and 'job.tags'.

 

Column Name

Value

job.id

The unique ID of the job.

job.name

The name of the job.

job.location_id

The ID of the job location marker. Can be supplied as an inline marker, or the ID of a marker (marker.id, see Marker Import File Format).

job.location_name

The name of the job location marker.

job.lat

The latitude coordinates of the job. Required if job.address and job.lat_lon are not provided.

job.lon

The longitude coordinates of the job. Required if job.address and job.lat_lon are not provided.

job.lat_lon

The latitude and longitude coordinates of the job. Required if either job.address or and job.lat and job.lon are not provided.

job.address

The formatted address of the job. Required if job.lat_lon or job.lat and job.lon are not provided.

job.time_on_site

The length of time the driver will spend at the job site in H:MM:SS format.

job.time_window_start

The start time of the job's time window. Drivers can arrive at the job site between the job.time_window_start and job.time_window_end times.

job.time_window_end

The end time of the job's time window. Drivers can arrive at the job site between the job.time_window_start and job.time_window_end times.

job.time_window2_start

The start time of the job's second time window. Drivers can arrive at the job site between the job.time_window2_start and job.time_window2_end times.

job.time_window2_end

The end time of the job's second time window. Drivers can arrive at the job site between the job.time_window2_start and job.time_window2_end times.

job.priority

The priority of the job. Available priority values are "lowest", "low", "normal", "high" or "highest". This field defaults to "normal".

job.date

The date that this job must be routed, if set.

job.allowed_variance_before

The number of days the job can be routed before job.date, if job.date is set.

job.allowed_variance_after

The number of days the job can be routed after job.date, if job.date is set.

job.allowed_days_of_week

The days of the week the job can be can be scheduled on a route. Uses a comma-delimited list in the format "sun,mon,tue,wed,thu,fri,sat". Empty if any day is permitted.

job.allowed_dates

The dates that this job can be be routed, if set. Formatted as a comma-delimited list.

job.required_driver

The driver.id of the driver required to complete this job.

job.forbidden_drivers

The driver.id values of the drivers forbidden from completing this job. Formatted as a comma-delimited list.

job.required_route_attributes

The required attributes of the route needed to assign this job to a route. Formatted as a comma-delimited list.

job.disallowed_route_attributes

The attributes on a route that would prohibit this job being assigned to the route. Formatted as a comma-delimited list.

job.required_driver_attributes

The required attributes of the driver needed to assign this job to a route assigned to this driver. Formatted as a comma-delimited list.

job.disallowed_driver_attributes

The attributes on a driver that would prohibit this job being assigned to a route assigned to this driver. Formatted as a comma-delimited list.

job.required_vehicle_attributes

The required vehicle attributes needed to assign this job to a route assigned to a vehicle. Formatted as a comma-delimited list.

job.load

The amount of load delivered or collected at the job. Deliveries are formatted as positive numbers, and collections as negative numbers (for example, '-22' for a "Pickup" value of 22 units).

job.load_type

The loading type of the job: either 'delivery' or 'pickup'. Only provided as an import field, not in export files (where load or unload is indicated by a positive or negative job.load value).

job.loads.[metric]

The number of units of a given load type will be delivered or picked up at the customer site as part of this job, for example job.load.pallets or job.load.cases.

job.ordinal

The order of the job in a route, as a number.

job.schedule_id

The ID of the schedule that the job was created from and derives its target dates from, if created from a schedule and not as a one-off job.

job.code

The job's arbitrary code.

job.notes

Notes related to the job.

job.attributes

Tags that have been attached to the job. Also accepted as 'job.tags'. These tags must already exist: they cannot be created during import. Accepted as a comma (,) delimited list.

job.custom.[custom]

The name and value of an arbitrary custom property associated with the job (for example 'job.custom.alarm_number').

job.earliest_date

The earliest date on which this job can be started.

job.latest_date

The latest date on which this job can be started.

job.exit_location_name

The name of a job marker that is linked to this job. This linked stop will be routed to immediately after the completion of the primary job.

job.exit_location_id

The location ID of a job marker that is linked to this job. Can be supplied as an inline marker, or the ID of a marker (marker.id, see Marker Import File Format).

job.exit_lat

The latitude coordinates of a job marker that is linked to this job. Required if either job.exit_lat_lon or job.exit_address are not provided.

job.exit_lon

The longitude coordinates of a marker that is linked to this job. Required if either job.lat_lon or job.address are not provided.

job.exit_lat_lon

The latitude and longitude coordinates of a marker linked to this job. Required if either job.exit_address or job.exit_lat and job.exit_lon are not provided.

job.exit_address

The address of a job marker that is linked to this job. Required if either job.lat_lon or job.exit_lat and job.exit_lon are not provided.

job.exit_time_on_site

The time that drivers are estimated to spend on the site of a linked job servicing the job.

job.type

The job type.

job.potential_date_range.from_date

The start date of the date range when this job is scheduled for.

job.potential_date_range.num_days

The number of days of the date range when this job is scheduled for.

Exporting Jobs

To export a jobs file:

 

1.Open the list menu in the upper left corner of the Lists panel and select the Jobs option. The Jobs list opens.

 
2.In the Jobs list, select the check box beside each job you want to export.
3.Click the More menu button in the upper right corner of the Lists panel, and select the Export Jobs option in the menu that opens.

 
4.Click Choose Columns and select the columns that you want to export. By default all columns are selected. Click Export.

 
5.The CSV format export file is saved to the default download location on your computer.