# Data import via Excel
# General info
#### Import Field relations with general data
If you filled in the following columns in the Excel file:
- Cost Code
- Currencies
- Product categories
- Units
Then this data must exist in the Administration module.
All fields in the Excel file must be in text format.
For example, if there is a problem after importing inventory with the PartNumber (column C) change the format of this column (Right mouse click on this column, select Format Cells) to the category **General**.
[](https://docs.mxsuite.nl/uploads/images/gallery/2025-02/xc5image.png)
Do not change the top row of the Excel file! If this is changed, the import will fail!
# Asset categories
The categories will link all tasks and spare parts to a category. The sheet in the Excel file is called “CategoryList”.
To fill out the Excel file properly, ensure that all fields are filled out properly. Below are the fields listed.
| **Field**
| **MAX Characters**
| **Required**
| **Comment**
|
| **ID**
| 128
|
| Id number of the category
|
| **ParentCategories**
|
|
| If this category is a child of another category, enter the ID number of the parent category, followed by a space, followed by the name of the parent category
|
| **Name**
| 128
| X
| Name of the category
|
| **IsCritical**
|
| X
| True or False
|
| **Priority**
| 18,2
|
| Number with 2 decimals, separated by a comma
|
| **Comments**
| 1024
|
| Comment for the category
|
| **PreferredRunningHour**
|
|
| Preferred counter for counter-related tasks. The name of the counter should be mentioned
|
#### Example
[](https://docs.mxsuite.nl/uploads/images/gallery/2025-02/image.png)
# Asset tasks groups
All tasks are linked to a maintenance job plan. The job plan is linked to a category. So the maintenance job plans are between the categories and maintenance tasks.
The sheet in the Excel file is called **MaintenanceJobPlanList**.
To fill the Excel file correctly, take care that all fields are properly filled. Below are the fields listed.
| **Field**
| **MAX Characters**
| **Required**
| **Comment**
|
| **ParentCategories**
|
| X
| If this category is a child of another category, enter the ID number of the parent category, followed by a space, followed by the name of the parent category
|
| **Name**
| 128
| X
| Name of the Job Plan
|
| **ID**
| 128
|
| ID number of the job plan
|
| **CostCode**
|
|
| Lookup to the Cost Codes as defined in the tab Administration. This should exactly match the name of the cost code.
|
#### Example
[](https://docs.mxsuite.nl/uploads/images/gallery/2025-02/aZ6image.png)