Overview
Job Import allows you to enter job information into a familiar tool (Microsoft Excel), validate that the information is correct, then import that information into Job Cost. You can create new jobs and update existing jobs, with or without estimates. This tool also provides an audit trail of when and by whom an estimate is created.
In addition, you can use the Job Import spreadsheet to create a template job, which can be based on an existing job or new job.
Job Import supports only a subset of Job Cost features. Be sure to verify imported information for accuracy.
About the Signature Job Import.xlsm file
Signature Job Import.xlsm is an easy-to-use spreadsheet provided by Signature. This spreadsheet includes two worksheets for importing job information: Job Import Setup and Job Import.
The Job Import worksheet contains most of the Job Maintenance fields from Job Cost. You can use this same worksheet multiple times (for each job), or you can make copies of the Signature Job Import.xlsm spreadsheet and use a custom copy for each job.
In addition to the fields already on the Job Import worksheet, you can add more fields as necessary. Refer to Adding More Fields for a Custom Spreadsheet for more information.
About the JobImportResults.html file
The data that you import into Job Cost is summarized in a Job Cost Import Log file called JobImportResults.html. Any errors that occur during import also appear in this file.
The import log displays immediately after job data is validated or imported, and the log file is saved in the folder where Job Import is installed. The log file is overwritten each time job data is validated or imported from the spreadsheet, so if you want to save an import log, be sure to move or rename the log file before the next validation or import.