CSV Data Import

1) Select Import console from left navigation under Tools

2) Click on CSV Format & Sample File link to download the import template file. It contains all the necessary fields and the format in which data should be defined.

3) Select the desired import option and define the data in the respective sample file and import.

 

Types of Imports:

  • Customer: Import the details of all the new customers at a time.
    • Customer Name (required): Name of the customer/Organization.
    • Address (required): Location of the Customer/Organization.
    • Suite/Apt (optional): Additional details of the address.
    • Contact Name (optional): Name of the Contact person for the customer/Organization.
    • Email/Phone(optional): Additional information of the contact person.
    • Alert(optional): create specific alerts/notes for the customer.
    • Address Geo-code(Optional): You can enter the geo-coded co-ordinates of the address.
    • AceRoute Customer Type ID: Assign all your new customers to an existing customer Category. Enter the ID of the Customer category you want to attach the new customer. Find the Customer Type ID Customer Category tab.

                   

  • Customer + Order: Create multiple customers and create an unscheduled order simultaneously.
    • Customer Name (required): Name of the customer/Organization.
    • Address (required): Location of the Customer/Organization.
    • Suite/Apt (optional): Additional details of the address.
    • Contact Name (optional): Name of the Contact person for the customer/Organization.
    • Email/Phone(optional): Additional information of the contact person.
    • Alert(optional): create specific alerts/notes for the customer.
    • Address Geo-code(Optional): You can enter the geo-coded co-ordinates of the address.
    • AceRoute Customer Type ID: Assign all your new customers to an existing customer Category. Enter the ID of the Customer category you want to attach the new customer. Find the Customer Type ID Customer Category tab.
    • Order Name(Optional)/Order Details : Details of the Order.
    • Order Duration - in Minutes multiple of 5 (optional): Enter the tentative completion duration for the order.The Duration time should be multiple of 5 mins. E.g 50 mins, 55 mins 
    • Earliest Date - YYYY/MM/DD-Latest Date - YYYY/MM/DD (optional): Enter the date range to complete the order.
    • Earliest Military Time - HH:MM - Latest Military Time - HH:MM (optional): Set the Time range for the order.
    • PO: You can put the PO details for the order.
    • Invoice: Enter the Invoice number against the PO.
    • Alert-Notes: Create an alert for the Order and import the notes corresponding to that order.
    • AceRoute Order Type ID: Assign the orders to existing Order types. Enter the Order type ID (Cog Icon--> Order Category--> ID).
    • AceRoute Worker ID: Assign a worker to order. Enter the ID for the corresponding Worker.(Cog Icon--> Workers-->ID)

 

  • Order for an existing Customer: Import bulk orders for currently present Customers:
    • AceRoute Customer ID (required): ID for the customer for which you want to import the orders.
    • Order Name(Optional)/Order Details : Enter the order details.
    • Order Duration - in Minutes multiple of 5 (optional): Enter the tentative completion duration for the order.
    • Earliest Date - YYYY/MM/DD-Latest Date - YYYY/MM/DD (optional): Enter the date range to complete the order.
    • Earliest Military Time - HH:MM - Latest Military Time - HH:MM (optional): Set the Time range for the order.
    • PO: You can put the PO details for the order.
    • Invoice: Enter the Invoice number against the PO.
    • Alert-Notes: Create an alert for the Order and import the notes corresponding to that order.
    • AceRoute Order Type ID: Assign the orders to existing Order types. Enter the Order type ID (Cog Icon--> Order Category--> ID).
    • AceRoute Worker ID: Assign a worker to order. Enter the ID for the corresponding Worker.(Cog Icon--> Workers-->ID)

 

  • Workers: Import all your workers and details with one single file.
    • Worker Name(required): Name of the worker.
    • Worker Num: ID for the Worker.
    • Email-Phone: Contact details of the Worker.

 

  • Customer Category: Classify your customers based on different categories  
    • CustomerTypeName:  Name of the Category/Group.

 

  • Order Category: Categorize your orders based on different criteria.
    • OrderTypeName: Name of order criteria. 

 

  • Part Category: Group your Parts with similar attributes.
    • PartTypeName: Name of the Part Category Group.

 

  • Service Category: Segregate your  similar Services with the details.
    • Service Name(required): Name of the service
    • Description: Details of the service.
    • Unit Price: Cost incurred to complete the service.

   

 

 

 

Note: Import is not available in the Gratis edition

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