When you have uploaded your initial job templates, you can edit them to change the prefilled values. You can edit some fields directly in the NowGo dashboard. For all other fields, you can edit the CSV file.
Edit job templates from the NowGo dashboard
There are several fields that you can edit directly from the NowGo dashboard. The editable fields are:
Template name
Pinned status
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Editing job templates from the dashboard
In your NowGo account, navigate to Settings → Templates → Job templates, and select the job template you want to edit.
In the job template details pane, click Edit to open the template editor form.
Make your changes.
Click Save changes to save your changes. After refreshing, the updated values are shown.
Edit job templates using the CSV file
If you need to make bulk changes, or if you need to change details that are not configurable in the Dashboard, you can download your CSV file, edit it as required, and re-upload. You can also use your CSV to archive entries.
Editing job templates using the CSV
In your NowGo account, navigate to Settings → Templates → Job templates, and click Bulk manage with CSV.
In the Add job templates from CSV screen, click Download all my existing job templates.
Make your changes in the downloaded CSV file.
In the Add job templates from CSV screen, add your updated CSV file.
In the Outcomes field, select an option:
Choose Create if you are uploading new job templates.
Choose Create and update existing to create new templates and update existing templates.
Choose Create, update and archive missing to create new templates, update existing templates, and archive any templates that are in the system but not in the uploaded CSV file.
Choose Archive matching to archive any templates in the system that are also in the uploaded CSV file.
Click Confirm changes to upload your file and perform the chosen action.
Troubleshooting
This section contains information about some common issues you might encounter with editing your job templates. If you can't find an answer to your question here, get in touch with us using the chat in your Shippit account, or reach out to Shippit support.
My upload keeps failing
Uploaded CSVs are validated immediately when you upload them. Check that you have selected the correct outcome if you are intending to use the Create and update existing or Create, update and archive missing options as these might show a warning due to conflicts with existing data.
Otherwise, if the file can't be successfully validated, the upload fails. You can determine what the problem is by downloading an annotated version of your file from the link given in the error message. The annotated file includes information on the problematic line. Fix the errors, and then upload your file again.
