Mass Import Templates

MassImport_Templates.png

Path: Admin > Mass Import > Dashboard / Templates

The Templates Tab displays all Excel Templates currently available to import data. This list will increase as more Templates are developed.

You can download a Template using the link in the second column or the MassImportDownloadTemplateButton.png icon at the right.

In Excel, the Templates include tips in the heading to help you determine the kind of data that is needed. The tips also include information about the import, such as whether "Any equipment that matches Make/Models will have PM Schedules created for them."

The heading for required fields are shown in red. If you enter required data in the incorrect format (Name instead of Code or vice versa), the cell is highlighted to alert you as illustrated below.

MassImport_SampleTemplate.png

 

 

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