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How to Bulk Job Import and Bulk Accept

Import multiple jobs into MyTrucking, accept them one by one or in bulk

Written by Support

Jobs can be imported into MyTrucking using the Import and Review Jobs feature. This allows you to create multiple jobs at once, removing the need to enter jobs individually.

All job imports are managed from the Jobs → Import and Review Jobs menu.

Supported Import Sources

Jobs can be imported from the following sources:

  • Job Sharing with Inter-MyTrucking

  • Customer Portal job requests

  • MyTrucking CSV

  • MyTrucking Truck and Date report

  • M2X Integration

  • M2X CSV

  • Custom‑defined import files

All of these sources are reviewed and processed in the Import and Review Jobs screen.

Accepting or Reviewing Imported Jobs

Once jobs appear in Import and Review Jobs, you have two options:

  • Bulk Accept
    Select one or more job requests using the checkboxes and click Accept to create all selected jobs at once.

  • Review Individually (recommended to ensure fields are mapped correctly)
    Click Review All to step through each job request and review details before creating the job.

  • If you're not ready to create the job yet, you can click on Save Changes and the job will be updated and remain in the list to review. This allows you to move on to the next job to review.

Import File Option

Use the Import File option when importing jobs from:

  • MyTrucking CSV

  • MyTrucking Truck and Date report

  • M2X CSV

  • Custom‑defined import files

Note: M2X imports are available for New Zealand only.

Importing a File

  1. (Optional) Click Download import template if you need a template to start with.

  2. Click Import File to open the file browser.

  3. Select the file you want to upload.

  4. The system will validate the file and display the number of job requests found.

  5. If any jobs display a warning indicator, you'll need to review them before creating the jobs. You can either:

    • Click on an individual job to review it

    • Click Review All to step through each job in sequence

  6. When reviewing jobs using Review All, you can either:

    • Click Create Job to create the current job and move to the next one

    • Click Save Changes to save your updates and return to the job list

  7. Once all warnings have been reviewed, select the jobs you want to create using the checkboxes, or use the header checkbox to select all jobs.

  8. Click Accept to create the selected jobs in MyTrucking.

Reviews required

Some reviews are required before creating the job in MyTrucking. Such as the location address warning specifically for jobs imported via Job Sharing with Inter-MyTrucking. This appears when the location address on the job request does not match the location address in your MyTrucking account.

Skipping Jobs

If you do not want certain jobs created:

  1. Select the job(s) using the checkbox.

  2. Click Skip.

Skipped jobs are removed from the list and will not be created in MyTrucking.

💡 Top Tip
When reviewing jobs, any changes you make can be saved using Save Changes. You'll be returned to the job list and can then bulk accept the reviewed jobs when you're ready. This can be faster than creating each job individually during the review process.

Populating the Import Template

When completing an import template, the following four fields are compulsory, just like creating a job manually in MyTrucking:

  • Charge Client
    Must match the Trading Name of the client in MyTrucking.

  • Origin

  • Destination

  • Product

Optional Fields

Additional fields can be populated as required, including:

  • Job Date

    • Leave blank to create the job as Unscheduled

    • If entered, the format must be D/M/YYYY

  • PickupVehicleName - no longer used

  • DeliveryVehicleName

Important
You cannot modify the structure of the report template.
All column names and formatting must remain exactly the same for the import to work correctly.

💡 Top Tip: Matching Data

If any field value does not exactly match an existing entry in MyTrucking, a new record will be created automatically.

For example:

  • If the product “Apple” is entered in the template

  • But “Apples” exists in MyTrucking

  • A new product called Apple will be created

To avoid duplicates, ensure names in your template match existing entries exactly.

ANZCO Jobs

ANZCO provides a dedicated system for booking Bobby Calf pickups.

  • A job file can be requested directly from ANZCO

  • This file can then be imported into MyTrucking using Import and Review Jobs

🗒️ Related Articles


Need more help?

Reach out to our MyTrucking Experts from the Messenger or search for more Help Articles.


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