CSV For Bulk Tasks on Tookan

Tookan’s ‘Bulk Import Tasks’ feature allows you to upload multiple tasks in one go.
The ‘Create Task’ button is broken into two parts. All you need to do is click on the drop-down at the right of the button and select ‘Bulk Import’, as shown below.

Next, download the CSV file template with sample values and make sure the data is in correct format as per the template in order toUpload For Bulk Tasks on Tookan through CSV

Follow the simple three-step process:

1. Select a team
2. Select the custom field template (optional)
3. Upload the CSV file

You could download the sample file to know the format of CSV file that you need to upload.https://www.youtube.com/embed/xyayNR23utE?feature=oembed

Bulk Import with Dynamic Custom Fields — Pickup & Delivery Workflow

Custom field value can also be updated dynamically, using the ‘bulk import’ feature.

Download the CSV sample file and add the same after the last column. To add multiple fields, you could also add multiple P and D tags.

For pickup custom field:

P_fieldname Eg: Label: P_price Value: 200
For delivery custom field:
D_fieldname Eg: Label: D_cod Value: 300

Bulk Import with Dynamic Custom Fields — Appointment/ FOS Workflow

Custom field value can also be updated dynamically, using the ‘bulk import’ feature.

Download the CSV sample file and add it after the last column. Feel free to add multiple fields:

Template_ID Eg: Label: Template_ID Value: cash
Fieldname Eg: Label: price Value: 200
Fieldname Eg: Label: cod Value: 300

While uploading a Bulk tasks CSV, Notification comes up that “Not Authorised To Perform This Action” Why Is That Happening?

Possible reasons:
1) CSV is not uploaded in right or correct format. If not supported with google sheet then this error might come up.
2) Using CSV of PND flow in appointment flow
3) Apart from admin if manager and merchant are attempting to create task without the permission

Hope this will help you to understand on how to upload CSV For Bulk Tasks on Tookan