Data Import Overview

Data Import Overview

Overview

This article lists each of the fields that can be imported into your CMMS. You can also find a sample CSV file that you can download, and use as a guide when creating your import file.

To correctly import your data into Fiix, follow these steps:

  1. Create your Custom Fields
  2. Import Users
  3. Import Business
  4. Import Assets
  5. Import Parts
  6. Import Task Groups
  7. Import PMs
  8. Import old Work Orders
  9. Import Meter Readings
  10. Import Asset Events

 

1. Custom Fields

In your old CMMS system, you may have created custom fields on the asset record. For example, wingspan for a plane, or max towing weight for a truck. Before you can import this data into Fiix, you need to create those custom fields in CMMS Settings as per this procedure - Create Custom Fields

 

2. Users

File downloads (click link to download file)

Users Import - Example CSV File. *

CSV. Users Importable Fields (Headers).

List of Importable Fields:

  • Username
  • Password
  • Full Name
  • Reports To
  • Rates
  • Is Active*
  • Group One
  • Group 2
  • User title
  • Email Address
  • Telephone
  • Telephone 2
  • Currency
  • Associated Asset (Code)
  • Associated Asset (Name
  • Personnel Code

Note* active user: 1 for yes, 0 for no

 

3. Business

File downloads (click link to download file)

Businesses Importable Fields (Headers).

List of Importable Fields:

  • Business Name
  • Street Address
  • City
  • Country
  • Phone
  • Website
  • Email
  • Secondary Email
  • Currency*
  • Province
  • Postal code
  • Phone 2
  • Fax 
  • Notes
  • Primary Contact

Note* The currency should be one of the ISO Currency Codes.

 

4. Assets

Asset Import Page - Import Your Assets

File downloads (click link to download file)

Asset Import - Example CSV File.

CSV. Asset Importable Fields (Headers) 

Useful Links

Import Assets with Child Assets

Import Assets with Multiple Supliers

 

The information "What kind of information can I import" referred to in the video can be found Below.  Each importable field will be listed below

  • Asset Name
  • Asset Code
  • Description
  • Make 
  • Model
  • Serial No.
  • Location Name
  • Location Code
  • Aisle No.
  • Row No.
  • Bin No.
  • Supplier Name
  • Supplier No.
  • Category
  • Stock On Hand
  • Minimum Allowed Stock
  • Notes
  • Barcode
  • Facility Latitude
  • Facility Longitude
  • Facility St. Address
  • Facility City
  • Facility Postal Code
  • Facility Province
  • Facility Country
  • User/Personnel Code
  • Charge Department Code
  • Account Code
  • UNSPSC #
  • Notes

 

5. Parts & Supplies

File downloads (click link to download file)Parts & Supplies 

Parts and Supplies Import - Example CSV File.

Parts and Supplies Importable Fields (Headers)

List Of Importable fields:

  • Part & Supplies Code
  • Part & Supplies Name
  • Description
  • Make
  • Model
  • Serial No.
  • Location Name
  • Location Code
  • Aisle No.
  • Row No.
  • Bin No.
  • Stock On Hand
  • Min Allowed Stock
  • Supplier/Man Name
  • Supplier/man No
  • Last Unit Price
  • Inventory Code
  • BOM Group Name
  • Notes
  • Unspc
  • Barcode
  • Facility Latitude
  • Facility Longitude
  • Facility Street Add.
  • Facility City
  • Facility Postal Code
  • Facility Province
  • Facility Country
  • User/Personnel Code
  • UPS Tracking Number

 

6. Task Groups

File downloads (click link to download file)

Task List Import - Example CSV File.

Task Groups Importable Fields (Headers).

List of Importable Fields:

  • Group Name
  • Suggested Time
  • Scheduled Maintenance Linked
  • Task Name
  • Task Description
  • Asset Categories Linked

* Note: If you are going to import group name and task description, the order is important. Column 1 should be "Group Name", column 2 should be "Task Description"

 

7. Scheduled Maintenance

Scheduled Maintenance Import Page

Import Your Scheduled Maintenance

File downloads (click link to download file)

Scheduled Maintenance Import - Example CSV File.

Scheduled Maintenance (with Task Lists) Import - Example CSV File.

CSV. Scheduled Maintenance Importable Fields (Headers).

List of Importable Fields:

  • Scheduled Maintenance Code
  • Asset Code
  • Scheduled Maintenance Description
  • Task Description
  • Date Created
  • Scheduled Maintenance Status
  • Priority
  • Maintenance Type
  • Charge Department Code
  • Account Code
  • Asset Name
  • Scheduled Maintenance Task No.
  • Project Name
  • Task Group.

 

8. Work Orders

File downloads (click link to download file)

Work Orders Import - Example CSV File.

Work Orders Importable Fields (Headers).

List of Importable Fields:

  • Work Order Code
  • Asset Code
  • Description
  • Task Completion Date
  • Date Created
  • Work Order Completion Notes
  • Work Order Problem
  • Work Order Root Cause
  • WOrk Order Solution
  • Work Order Status
  • Task Description
  • Asset Name
  • Site Name
  • Work Order Priority
  • Work Order Maintenance Type
  • Work Order Task No.
  • Work Order Task Description
  • Charge Department Code
  • Account Code
  • Work Order Requestor

 

 

 

9. Meter Readings

Meter reading Import Page - Import Your Meter Readings

File downloads (click link to download file)

Meter Reading Import - Example CSV File. *

Meter Readings Importable Fields (Headers).

List of Importable Fields:

  • Asset Code
  • Asset Name
  • Work Order Code
  • Meter Reading 
  • Meter Reading Units
  • Reading Date*

Note* Date must be of format mm/dd/yyyy hh:mm:ss

 

10. Asset Events

File downloads (click link to download file)

Asset Events Import - Example CSV File.

CSV. Asset Events Importable Fields (Headers).

List of Importable Fields:

  • Asset Code
  • Asset Name
  • Work Order Code
  • Event Type
  • Event Date
  • Additional Description

 

11. Asset Event Types

List of Importable Fields:

Asset Event Types Importable Fields (Headers).

  • Event Code
  • Event Name
  • Description

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