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.
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

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