Creating and importing jobs
Add jobs one at a time, or import thousands from a spreadsheet — unknown columns become new fields automatically.
Rufineous Emmanuel
Last Update a day ago
Adding a job
Click Add job (desktop) or the + button (mobile). Only the title is required; everything else is optional:
- Client — pick one, or leave as No client.
- Description and State (defaults to the workstream's first status).
- Custom fields — one input per column your workstream defines.
- Required credentials — tick the tickets this work demands; "Workers without a valid one are flagged when assigned."
Scheduled dates and team aren't set here — they come from published shifts in Schedule, which keeps the schedule as the single source of truth.
Importing from a spreadsheet
The Import button (desktop only) opens Import jobs: "Upload an Excel or CSV file, or paste rows below. Keep your header row on top — the first row names your columns and is not imported. Only Title is required."
You can upload .xlsx, .csv or .tsv, or paste straight from Excel. Maliru then:
- Matches your key columns — it recognises common headers automatically (Job, Work order, Customer, Status, Notes…) and lets you correct the mapping.
- Handles unknown columns — "Unknown columns become new custom fields when you import." Untick any column to skip it.
- Understands your status wording — Done, WIP, Booked, Closed and similar map to the right statuses; genuinely new wording creates a new status rather than silently defaulting.
- Creates clients on the fly — tick "Create clients that aren't in the workspace yet" and new client names become client records.
- Previews everything — each row shows exactly what will happen, with duplicates skipped and problems flagged before anything is written.
Then click Import {n} jobs. Imports are limited to 2,000 jobs per batch.
Dates are day-first (14/07/2026) — a month-first US date will flag as out-of-range rather than being silently swapped, so you can't import March as the 3rd of the month by accident.
Importing routes
On a route workstream the button reads Import routes: "Paste from Excel. Choose which column groups the rows into route jobs, and which is the route reference." One sheet fans out into several route jobs — each group of rows becomes a job carrying its route lines, and extra columns become route columns. Re-importing updates existing lines rather than duplicating: you'll see "Imported {n} new, {m} updated across {k} route jobs."
Bulk edits after the fact
Tick rows in the table to Set state, Set client, Move to workstream or Delete in bulk. Deleting warns you exactly what goes with it: assignments, required-credential rules and commercial records — and it cannot be undone.
Tip: importing is the fastest way to stand up a workstream — the sheet brings its own columns, statuses and clients with it.