Importing

Last Updated December 21st, 2017 by Becca Ellig

Navigate to the the area you wish to Import Records into and click on that record type's dropdown in the nav menu. EX: On the work orders dashboard click the
Work Orders dropdown.
Select Import/Export and then Download Import Guide.
Open the Guide in Excel or a similar program and follow the Import Instructions.
Upload your file. Fix any errors and Schedule your Import.

Navigate to Imports in General Settings.
Press the Import button and select the area of the application you want to Import into.
Download the Import Guide.
Open the Guide in Excel or a similar program and follow the Import Instructions.
Upload your file and fix any errors to Schedule your Import.

Note: You cannot Import Contacts without Accounts, Location Assets without Assets, or Work Orders without Locations.

If you have access to Imports in Settings, you'll be able to check on the status of your Import. Let's take a look at the statuses:

Status	Description
Complete	The Import has finished uploading.
Cancelled	This Import was cancelled and did not Import.
Failed	This Import failed.
In Progress	This Import is currently running.
In Queue	This Import is in queue to upload.
Pending	This Import has been scheduled but is not yet in the queue.

There is invalid information that may be ignored/skipped while importing.

There is a new Record being added that did not exist previously.

There is an error that needs to be fixed before you can import.

Yes

No

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