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How to Bulk Upload Job Items

If you have many job items to add at once, the Bulk Upload feature lets you import them from a CSV or Excel file in just a few steps.

Before You Start

  • You must have at least one Job Layer created before you can upload items. If no layers exist, the Upload Jobs button will be disabled.

  • Download your existing active jobs first (via Download Active Jobs) to see the expected file format.

How to Bulk Upload

  1. Navigate to Job Tracking from the left sidebar.

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  2. Click the Upload Jobs button.

 

Step 1 — File Upload

  1. Drag and drop your file onto the upload area, or click to browse for a file.

  2. Accepted formats: CSV and Excel. Other file types will show an error.

  3. If you need a template, click Import Template to download one with the correct columns.

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Step 2 — Review

  1. Timecloud validates your data and displays the results in a table.

  2. Valid rows appear with a green indicator. Invalid rows show a red indicator with error icons — hover over an icon to see the specific issue.

  3. You can toggle between viewing valid rows...

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    ...and invalid rows to focus your review.


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  4. If some rows are invalid, you can still proceed with the valid ones by clicking Proceed Anyway.

    Image 16-04-2026 at 12.22 PM (1)

  5. Click Confirm to import the valid job items.

After Upload

A success summary shows how many items were created and whether any rows were skipped. Click Done to return to the Job Tracking page.

CSV Column Reference

Your file should include the following columns (in this order):

 

Column

Required 

Description 

Layer Name

Yes

The name of the job layer this item belongs to. Must match an existing layer.

Name

Yes

The name of the job item.

Custom Code 1

No

A reference code for internal use.

Custom Code 2

No

A second reference code.

Expected Cost

No

Budget amount for the job item.

Expected Hours

No

Estimated hours for the job item.

Address

No

Address for geofence auto-creation.

Parent Job Name

No

Name of the parent job item in the layer above (for linked jobs).

Status

No

Active or Archived.
 
 

Tip: If your company uses department-based permissions or payroll integrations, additional columns may appear in the template. Download the template to see the exact format for your setup.