If you have a list of jobs and milestones, you can add them quickly and easily by importing a CSV listing their details, rather than adding them one by one.
Jobs and milestones can only be added using a CSV, not removed or edited. You can use the same CSV to:
Create new jobs with new milestones,
Create new milestones for existing jobs
Create new jobs and offer them to talents (See Offering jobs to talents using a CSV file for instructions)
If you haven’t uploaded your talents, you can add the applicable columns to the same CSV and fill them in with your talents’ details. See below.
Note: If you include planned and requested amounts in your CSV, make sure you have enough in your budget to cover them. Otherwise, you won’t be able to upload the CSV. To increase your budget, go to the Budget page and click ASK next to each applicable workspace to request more budget from the workspace admin.
To upload new jobs and milestones, import a CSV file that follows this format (we recommend using our template):
Column name
| Required or Optional | Comments
|
Job kind (Assign/Offer) | Required |
|
Talent email | Required |
|
Hiring manager email | Required |
|
Workspace name | Required |
|
Job description | Optional |
|
Job title | Required |
|
Job time frame | Optional | If left empty, the time frame is “one-time,” which is the default. |
Job start date | Optional | Example: 2024-02-29 If left empty, the start date will be as soon as possible. |
Milestone title | Required |
|
Milestone description | Optional |
|
Milestone delivery date | Optional | Example: 2024-02-29 If left empty, the delivery date will be today’s date. |
Planned amount | Optional | Milestone/payment planned amount |
Requested amount | Optional | If left empty, the milestone will be set to “Active.” If an amount is included, the milestone will be set to “Awaiting approval.” |
Fixed rate | Optional | This only applies when creating new jobs; otherwise it will be ignored. Enter either a fixed rate OR an hourly rate, not both. |
Hourly rate | Optional | This only applies when creating new jobs; otherwise it will be ignored. When creating a new job with an hourly rate, the “Planned amount” column is required. Enter either a fixed rate OR an hourly rate, not both. |
Currency |
| Examples: USD, EUR, ILS
If left empty, the default is:
This only applies when creating new jobs; otherwise it will be ignored, even if a new value is entered. |
Instant hire | Optional | If left empty, it means “No” (i.e., not an instant hire job), which is the default. For instant hire jobs, make sure this column is filled out for all rows or fill out the first row only and leave the subsequent rows blank. |
Ask talents to submit a quote for this job | Optional | If left empty, it means “No” (i.e., talents don’t have to submit a quote to the hiring manager), which is the default. For jobs requiring a quote, make sure this column is filled out for all rows or fill out the first row only and leave the subsequent rows blank. |
Using the CSV for specific use cases:
Use case | How to use the CSV |
Create jobs for talents that haven’t been added yet | Add all the required columns needed for uploading talents by CSV to your jobs and milestones CSV (See Uploading talents using a CSV file for instructions) |
Create multiple milestones under one job | Duplicate the MS row with all the job details
|
Create a job with a fixed rate | Enter the planned payment amount in the “Planned amount” column |
Create a job with an hourly rate |
Note: The hourly rate can only be set for new jobs. Otherwise, this column will be ignored. |
Request payment on behalf of your talents |
|
Add custom fields to your talents’ profiles | Manually add your custom fields to the file by adding the name of the custom field in the column header and the value in the respective cell |
Offer a job to talents | Add all the required columns needed for uploading talents by CSV to your jobs and milestones CSV (See Offering jobs to talents using a CSV file for instructions) |