Data import overview

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:

1. Create your Custom Fields
2. Import Users
3. Import Business
4. Import Assets
5. Import Parts
6. Import Task Groups
7. Import PMs
8. Import old Work Orders
9. Import Meter Readings
10. Import Asset Events
11. 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:

Users import template

List of Importable Fields:

Username Password Full Name Reports To Rates Is Active* Group One Group 2

User title Email Address Telephone Telephone 2 Currency Associated Asset (Code) Associated Asset (Name Personnel Code

Note* active user: 1 for yes, 0 for no

 

3. Business

Template:

Business import template

List of Importable Fields:

Business Name Street Address City Country Phone Website Email Secondary Email

Currency* Province Postal code Phone 2 Fax  Notes Primary Contact

Note* The currency should be one of the ISO Currency Codes.

 

4. Assets

Instructions:

Import Your Assets

Template:

Asset import template

Useful Links

• Import Assets with Child Assets
• Import Assets with Multiple Suppliers

Each importable field will be listed below

Asset Name* Asset Code* Description Make  Model Serial No. Location Name* Location Code* Aisle No. Row No. Bin No. Supplier Name Supplier No. Category Stock On Hand Minimum Allowed Stock

Notes Barcode Facility Latitude Facility Longitude Facility St. Address Facility City Facility Postal Code Facility Province Facility Country User/Personnel Code Charge Department Code Account Code UNSPSC # Notes

 * These fields are mandatory

5. Parts & supplies

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:

Part & Supplies Code Part & Supplies Name Description Make Model Serial No. Location Name Location Code Aisle No. Row No. Bin No. Stock On Hand Min Allowed Stock Supplier/Man Name Supplier/man No

Last Unit Price Inventory Code BOM Group Name Notes Unspc Barcode Facility Latitude Facility Longitude Facility Street Add. Facility City Facility Postal Code Facility Province Facility Country User/Personnel Code

 

6. Task groups

Template:

Task groups import template

List of Importable Fields:

Group Name Suggested Time Scheduled Maintenance Linked

Task Name Task Description Asset Categories Linked

* 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"

 

7. Scheduled maintenance

Instructions:

Import Your Scheduled Maintenance

Template:

Scheduled maintenance import template

 

List of Importable Fields:

Scheduled Maintenance Code Asset Code Scheduled Maintenance Description Task Description Date Created Scheduled Maintenance Status Priority Estimated Completion days

Maintenance Type Charge Department Code Account Code Asset Name Scheduled Maintenance Task No. Project Name Task Group Scheduled Maintenance Status

 * 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.

 

8. Work orders

Template:

Work orders import template

List of Importable Fields:

Work Order Code Work Order Description Work order Completion Notes Work Order Problem Work Order Root Cause Work Order Solution Work Order Created Date Work Order Completion Date Work Order Suggested Completion Date Work Order Status Work Order Priority Work Order Maintenance Type RCA Problem RCA Cause PRA Action

Asset Name Asset Code Site Name Task Number Task Description Task Completion Date Task Estimated Time Task Time Spent Task Assigned User Task Completed by User Charge Department Code Account Code Work Order Requestor Work Order Closed by Custom Fields**

** 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:

Asset Code Asset Name Work Order Code

Meter Reading  Meter Reading Units Reading Date*

Note* Date must be of format mm/dd/yyyy hh:mm:ss

 

10. Asset events

File downloads (click the link to download file)

Asset Events Import - Example CSV File.

CSV. Asset Events Importable Fields (Headers).

List of Importable Fields:

Asset Code Asset Name Work Order Code

Event Type Event Date Additional Description

 

11. Asset event types

List of Importable Fields:

Asset Event Types Importable Fields (Headers).

Event Code Event Name Description