Bulk Importing Work Orders

Discovery’s Bulk Upload option allows you to quickly create multiple Work Orders at once using a CSV file. Each row in the file represents a single Work Order. To upload successfully, your file must follow the required template format and include all required fields.

The provided Import template file (clients.csv)* needs to retain all fields (columns), in no particular order, even if the fields are not required.

The following fields are required to have data for each Work Order record:

  • service_id | Must be a valid service ID
  • source | Indicates how the work order was requested. Must be one of the following:
    • Email
    • Internal
    • Mobile - Customer Service App
    • Phone
    • Pickup Detector
    • Sensor
    • Sensor - Forecast
    • Sensor - Max Days
    • Text Message
    • Vendor - Email
    • Vendor - Phone
    • Web
    • Web - Client Portal
  • requested_action | Must be one of the following:
    • Bulk Item Removal
    • Commercial Bin Exchange
    • Delivery
    • Extra Pickup
    • Installation
    • Preventative Maintenance
    • Relocate
    • Remove from site
    • Empty and return
  • requested_completion_date | Must follow date format: MM-DD-YYYY

The following items are optional and do not require data for each record.

    • requested_by_id | Must be a valid Client Contact UUID.**
    • scheduled_with_vendor_date | Must follow date format: MM-DD-YYYY
    • on_site_contact_name
    • on_site_contact_number
    • additional_instructions | Free-text field for any extra instructions for the vendor.
    • hauler_reference_number
    • incident_id | Must be a valid Incident UUID.**
    • external_reference_id

*Import file name and its column headers cannot be edited.


**When any ID field is required (_id), this indicates an ID that is generated and assigned by Discovery to a unique entity. You'll need to retrieve these ID's from Discovery. The general method to retrieve ID's in bulk is through a Custom Report. Please see the Export ID's with Custom Reports article covering how to generate a Custom Report to retrieve specific entity ID's.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.

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