Setup
You will need the following permission in your security group: Use the bulk-importer.
Click here to learn about security groups and permissions.
How to create new data via Uptick CSV Data Importer
Import your data in the following order, as datasets depend on existing data:
Who we are completing services for | 1. Clients 2. Properties 3. Property Contacts |
What services we are completing and how often | 4. Assets 5. Routines |
How we will invoice | 6. Products 7. Billing Contracts 8. Billing Contract Line Items |
Review Import Templates in Tools > Data Importer for any additional fields excluded from Simplified Data Import Templates or to create objects not listed above.
Review Import Templates in Tools > Data Importer for any additional fields excluded from Simplified Data Import Templates or to create objects not listed above.
The Import Templates have the following structure
'required' if the field is mandatory: Non-required field are left blank.
Display name of the field in Workforce: How this field is displayed in Uptick.
Description of data in this column: Type of data and formating required.
Example of data from this server: An example of the type of data to be input.
How to update existing data via Uptick CSV Data Importer
Without ID column, the importer will create new data instead of updating existing ones.
Remove any unchanged columns or rows to avoid unintended edits.