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.
- When importing, any columns that you leave blank will result in blank records, as they are not auto-populated by the CMMS. To prevent unexpected issues, we suggest removing any columns you don’t need to update.
Overview
This article lists each of the fields that can be imported into your CMMS. You can also find a sample CSV file that you can download, and use as a guide when creating your import file.
To correctly import your data into Fiix, follow these steps:
- Create your Custom Fields
- Import Users
- Import Business
- Import Assets
- Import Parts
- Import Task Groups
- Import PMs
- Import old Work Orders
- Import Meter Readings
- Import Asset Events
- Import Asset Event Types
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 as per this procedure - Create Custom Fields
2. Users
Template:
List of Importable Fields:
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Note* active user: 1 for yes, 0 for no
Template:
List of Importable Fields:
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Note* The currency should be one of the ISO Currency Codes.
Instructions:
Template:
Useful Links
Each importable field will be listed below
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* These fields are mandatory
Template:
Parts and supplies import template
Note: The part naming in our CSV sample is only an example. The app does not auto-generate part names using that format.
List Of Importable fields:
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Template:
List of Importable Fields:
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* Note: If you are going to import group name and task description, the order is important. Column 1 should be "Group Name", column 2 should be "Task Description"
Instructions:
Import Your Scheduled Maintenance
Template:
Scheduled maintenance import template
List of Importable Fields:
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* Note: please notice that if you need to re-import your Scheduled Maintenance for any reason and update and of the existing fields, the SM will be automatically deactivated - you will need to manually activate it again.
Template:
List of Importable Fields:
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** Enterprise CMMS only
9. Meter readings
Meter reading Import Page - Import Your Meter Readings
File downloads (click the link to download file)
Meter Reading Import - Example CSV File. *
Meter Readings Importable Fields (Headers).
List of Importable Fields:
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Note* Date must be of format mm/dd/yyyy hh:mm:ss
File downloads (click the link to download file)
Asset Events Import - Example CSV File.
CSV. Asset Events Importable Fields (Headers).
List of Importable Fields:
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List of Importable Fields:
Asset Event Types Importable Fields (Headers).
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