The system provides organisations with the ability to import large amounts of data in bulk, using CSV files. For instance, you can gather task data, place this data in a CSV file under specific headings, and then upload the file. The system will then process the data overnight.
What steps do I need to follow to import task data in bulk?
1. Go into the Tasks module, and click on the button.
2. The following will appear on the screen. Click on "Import".
3. You will be taken to the following screen. This is where you can upload CSV files, and view the results. You will first need to get a copy of the CSV file template needed.
Click on to save the template file to your computer.
4. The template file should look similar to the following. There are multiple fields to fill out, which are explained in further detail below.
5. The following applies to both regular task uploads.
The code given to the task type.
- Required = Yes
- Status = Existing field
- Example = TEST_TASK
The subject of the task.
- Required = No
- Status = New field
- Example = Collect rubbish
The description of the task.
- Required = No
- Status = New field
- Example = Lots of black bags
What needs to happen to complete the task.
- Required = No
- Status = New field
- Example = Collect the black bags
The starting date of the task.
- Required = Yes
- Status = Existing field
- Example = 10-APR-20
The starting time of the task.
- Required = Yes
- Status = Existing field
- Example = 13:30
The ending date of the task.
- Required = Yes
- Status = Existing field
- Example = 10-APR-20
The ending time of the task.
- Required = No
- Status = Existing field
- Example = 14:30
The duration of the task.
- Required = No
- Status = Existing field
- Example = 1:00
The email address of the person responsible for task completion.
- Required = No
- Status = Existing field
- Example = john.smith@org.com
The group name that the task owner belongs to.
- Required = No
- Status = Existing field
- Example = iTouchVision
The address UPRN of the task location.
- Required = No
- Status = Existing field
- Example = 100123456789
The email address of the customer related to the task.
- Required = No
- Status = Existing field
- Example = john.smith@gmail.com
The code given to the asset related to the task.
- Required = No
- Status = New field
- Example = ASSET_01
The type of cost charged for this task.
- Required = No
- Status = Existing field
- Example = fixed
The reference for the charge.
- Required = No
- Status = Existing field
- Example = test
The date when you are able to bill for the charge.
- Required = No
- Status = Existing field
- Example = end_of_month
The cost for the charge.
- Required = No
- Status = Existing field
- Example = 20
The currency for the charge.
- Required = No
- Status = Existing field
- Example = GBP
The VAT or tax for the charge.
- Required = No
- Status = Existing field
- Example = vat
6. Insert all the details required, and save the changes you have made to the template file. Upload the CSV file you have created.
Click on
7. The data will be implemented onto your system overnight. You can return to this page to check the results of the file upload.
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