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Import Work Orders

Before You Begin

Records that contain special characters (commas, quotation marks, etc.) can result in corrupted data, and can even cause imports to fail. We suggest doing a test import with only 2 or 3 records to ensure your formatting is correct. To learn more about special characters in import files, see Troubleshooting Imports.

Overview

This article will outline how to use the import work orders to your CMMS. 

1. To start, first create a .CSV file.  For a list of importable fields see Data Import Overview

 

2. To import the Work Order select: Maintenance, Work Orders, Import 

 

3. Select a .CSV file and click Continue

 

4. Define the field mappings by matching the header in your CSV file to the corresponding item from the drop down menu. The fields shown on the left are extracted from your file while the fields chosen through the drop downs are CMMS fields.

 

5. Click Continue and follow the prompts to complete the import.

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