Opportunity / Job Import

Modified on Thu, Sep 7, 2023 at 5:43 PM

The Opportunity /Job Import page allows you to import sales jobs using an Excel spreadsheet. You can find the Excel template using the link: CV-ProjectImport-TEMPLATE.

Access the Opportunity /Job Import feature from the Sales Menu (Figure 1).

Figure 1 - Job Import Menu

Figure 1

Fill in the required fields. You can view the specification details on the second sheet of the spreadsheet (Figure 2).

Figure 2 - Spreadsheet Figure 2

Required Fields

Column Name	Data Type	Max Length	Default Value	Required	Description
JobName	String	100		Yes	Job Name
JobCity	String	100		Yes	Job site address city
JobState	String	50		Yes	Job site address state abbreviation
JobCountry	String	50	US	Yes	Job site address country abbreviation
Status	String	30		Yes	Must match a status in Concrete Vision
OwningPlant	String	100		Yes	Must match an ID listed on the company locations screen
BidType	String	10		Yes	Must match a Bid Type

Import your file using the following steps.

Select the File from your hard drive by clicking the browse button (Figure 3).
Click the upload button (Figure 3).
You will have the opportunity to fix any misnamed fields (Figure 4).

Figure 3 - Upload File Figure 3

Figure 4 - Import Errors

Figure 4

Before your imported records are added to your sales opportunities, they must be verified. Records with errors can’t be moved. You will be warned if any of the uploaded records are duplicated.

There are a few types of errors that you might encounter.

Lookup Errors: The value entered must match a field value in Concrete Vision.
Validation Error: The field doesn’t match the specification on the 2^nd sheet of the template spreadsheet.
Data Type Error: The field is of the wrong type: IE, a letter when a number is expected.
Duplicate Error: The job name and job number combination has been repeated in the uploaded file or previously uploaded unverified records.

WARNING!!

If your uploaded records have values that are longer than allowed, they will be truncated.

Click the Pencil icon to edit the record and correct any errors.

Figure 5 - Verify and Move Job Imports Figure 5

Verify

Click the check mark to verify a record. A record can’t be moved if it has not been verified. You can also click the Verify All button to verify all of the records. If any validation errors are encountered, the record will not be marked as verified.

Move

Only verified records can be moved. At this point, the system will check for any jobs with the same job number and job name combination. If a match is found, the record will not be moved. Contacts other than Sales Person, Estimator, and Project Manager will be created if they don’t exist. If the company for the contact doesn’t exist, it will be created. If there is no company associated with the contact, the contact will be assigned to the “Un Assigned” company.