Batch importing meter readings from a .CSV file

Overview

Important Note:- Importing meter readings will simply add that value to the database. It will NOT trigger any scheduled maintenance events. In reality, the import tool is designed for uploading meter readings from another CMMS.

Step 1 - Meter Reading File Creation

1. Create a .csv (comma separated values) file with the following headers : 

2. You can then populate your meter readings :

Notes:-

• Always use Plain text as your number format when dealing with .csv files. This ensures that your spreadsheet software will keep your data unaltered. This is especially important for the "date" column. You can double check the format by opening up your file in a text editor as opposed to Excel.
• Use the full unit name, not its abbreviation (for example, use "kilometers" instead of "km"). If you use units not already setup in the CMMS, they will be created. This is case-sensitive.
• If you import meter reading data for an asset code that is not already created, an asset will be created for you, and populated with ONLY the meter reading data (ie, the asset will be completely blank, except for the meter reading data you just imported)

3. Save your file as a .csv file 

Step 2 - Import

1. Navigate to Settings - Import  

2. Select Meter Readings

3. A new window appears where you can upload your file :

4. Upload your file, then click Continue.

5. In the next window, select your options :

• Default Units will be used in case the CMMS did not recognize the unit you entered in your spreadsheet.
• Date-Time format has to be the same as the one you used when populating your spreadsheet.

6. Click Continue. The next window allows you to review the process before actually applying the changes.

7. Click Import to proceed. The assets will be updated with the meter readings.