Data import overview

This article provides resources to help you import data into your CMMS. The sections linked below contain templates you can use to import your data correctly:

1. Import custom fields
2. Import users
3. Import businesses
4. Import assets
5. Import parts & supplies
6. Import task groups
7. Import scheduled maintenance
8. Import work orders
9. Import meter readings
10. Import asset events
11. Import asset event types

Click a link in the list above to jump to a specific section.

1. Custom fields

In your old CMMS system, you may have created custom fields on the asset record. For example, wingspan for a plane, or max towing weight for a truck. Before you can import this data into Fiix, you need to create those custom fields in CMMS Settings. To learn more, see Create custom fields.

2. Users

Template: Users import template

Required fields:

• Full Name
• User Name
• Password

For a full list of importable fields, as well as their descriptions and instructions, see the user import template linked above.

3. Businesses

Template: Business import template

Required fields:

• Business Name

For a full list of importable fields, as well as their descriptions and instructions, see the businesses import template linked above.

4. Assets

Instructions:

• Import your assets
• Import asset, child, and grandchild assets
• Import assets with multiple users/suppliers

Template: Asset import template

Required fields:

• Asset Name
• Asset Code

For a full list of importable fields, as well as their descriptions and instructions, see the asset import template linked above.

5. Parts & supplies

Template: Parts and supplies import template

Note: The part naming our template is only an example. The app does not auto-generate part names using that format.

Required fields:

• Parts & Supplies Name
• Parts & Supplies Code
• Location Code

For a full list of importable fields, as well as their descriptions and instructions, see the parts import template linked above.

6. Task groups

Template: Task groups import template

Required fields:

• Group Name
• Task Description

For a full list of importable fields, as well as their descriptions and instructions, see the task groups import template linked above.

7. Scheduled maintenance

Instructions: Import scheduled maintenance

Template: Scheduled maintenance import template

Required fields: 

• SM Code
• Asset Code

For a full list of importable fields, as well as their descriptions and instructions, see the scheduled maintenance import template linked above.

Note: If you need to re-import your scheduled maintenance to update fields, it will automatically be deactivated. For it to trigger work orders, you must manually activate it again after the import.

8. Work orders

Template: Work orders import template

Required fields:

• Work Order Code

For a full list of importable fields, as well as their descriptions and instructions, see the work order import template linked above.

9. Meter readings

Instructions: Batch importing meter readings from a .CSV file

Files:

• Meter Readings Import - Example CSV File
• Meter Readings Importable Fields (Headers)

Importable fields:

• Asset Code
• Asset Name
• Work Order Code
• Meter Reading
• Meter Reading Unit
• Reading Date

Note: Dates must use the following format: mm/dd/yyyy hh:mm:ss

10. Asset events

Files:

• Asset Events Import - Example CSV file
• Asset Events Importable Fields (Headers)

Importable fields:

• Asset Code
• Asset Name
• Work Order Code
• Even Type
• Event Date
• Additional Description

11. Asset event types

File: Asset Event Types Importable Fields (Headers)

Importable fields:

• Event Code
• Event Name
• Description