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News from Planado team

Uploading jobs, clients, or objects.

12.11.2019

There has been a useful update for administrators—a new form of jobs uploading. 

We have added an opportunity to upload jobs with clients and objects; and to exclude a job from being duplicated. To do that, one has to specify an external ID.

For example, one of Planado's clients had to create 3000 jobs for a fast food joint audit project. These jobs were of the same type, but there was a difference in addresses. Manual entry of each of the job would have been too time-consuming, so a file for the upload was prepared. All the addresses there were substituted with the ones from the client database.

To learn how to prepare a CSV file for uploading and to see more examples, follow the instructions.

In case you need to add jobs from another application or you need to add a job using a more complex algorithm, it is recommended that you use the API instead of the job upload form.

 

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