Owners can bring jobs into Aiventic by uploading a .csv or .xlsx file in Settings > Data Hub > Jobs. A template is available to download.
Who can do this: Owners only.
Steps
Go to Settings > Data Hub > Jobs.
Select Imports. The button shows how many imports are active, for example "2 active". The Job Imports panel opens.
Select Download template and fill it in with your jobs.
Select Import and choose your .csv or .xlsx file. (The Import button on the jobs list does the same thing.)
Watch the file in the Active uploads section. When it finishes, select the arrow next to it to open Job Import Details. You see the counts for total, imported, skipped and failed rows, plus the Date uploaded and Import Status.
After the import
Imported jobs appear in the Data Hub jobs list. Technicians see them in My Jobs once their user account is linked to the technician on the job.
Troubleshooting
If you see Processing not started with the message File uploaded but automatic processing could not be started. The file will be picked up when the next import runs., wait for the next import to run. If nothing happens, contact Aiventic support.
If a file is rejected, check that it is a .csv or .xlsx file and that it is not empty.
If jobs are missing in My Jobs, check the date filter (it defaults to today), the Work Queue and Complete tabs, and that the technician is linked to a user account in Technicians.
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