Required Importer Fields

Article author
Mads from Uptick
  • Updated

User Required Fields

  name     email    license 

License types must be the following:

FIELD
DESK
CUSTOMER
CONTRACTOR

 

Product Required Fields

  name    type 

Type, means one of the following letters must be chosen.

Materials = M 
Labour = R
Equipment = E
Subcontracted = S
Expense = X

 

Client Required Fields

  name 

 

Properties

  name    address    client 

The Client you specify here must be in the system before you import properties. You can either use the client name if the name is unquie in the system, otherwise, the provide an extra column called client_primary_contact which contains the primary contact name. 

Address will be the display address, the property will need to have a validated address confirmed after import as this can't be done via importer.

Remove the ref column and the system will automatically populate the properties with the next available, unique ref.

branch will need the branch's name

account_manager need the user's email address

billingcard will be the billingcard's ref

Remove status column to default to ACTIVE

Remove access_schedule column to default to NEEDS REVIEW 

 

Property Contacts

  property     name 

Property must contain the Uptick property ref

If you wish to add the contact's role, you must input one of the following selections:
The 5 options for role are:
- propertymanager
- onsitemanager
- owner
- accesscontact
- tenant

Add the word True into requires invoice, report, quote or notification to import it as it being selected.

 

Tasks

  client     name 

If you want to add a property it must contain the Uptick property ref


Service Tasks (used for bulk UPDATING service tasks on the Work tab of tasks, you can't really import this type of data)

  performed_date    result    id 

For result, input P, F or N for Pass, Failed, No Test.


Contractors

name  email  primary_contact


Assets

  type    property 

Property must contain the Uptick property ref

Type must contain the asset type name exactly how it's written in your system (capitals and spaces). The asset type has to be active.

If you want to apply the variant, simply add the variant name exactly how it's written in your system (capitals and spaces). The variant has to be active.

 

ESMs

  type    property 

Property must contain the Uptick property ref

Type must contain the type name exactly how it's written in your system (capitals and spaces). The type has to be active.

 

Asset Types

  name  


Remark Types

  No required fields  

If you are applying a type, it must contain the asset type name exactly how it's written in your system (capitals and spaces). The asset type has to be active.

To apply a severity, simply add one of the following numbers:

0 = Informational
1 = Recommendation 
2 = Non conformance 
5 = Non-critical 
10 = Critical

The Remark Type Label is the 'quick label' that appears to the techs when they are selecting which remark to apply to an asset. Description and Resolution will go into more detail about the remark. 


Remarks

type   asset  

Type can either contain the Remark Type id or label. If using the Label, the column title needs to be type_label and if you are using the id, the column titles needs to be type_id. Remark Type label can be found in the Remark Type list on the control panel, id can be found by viewing one of those Remark Types and grabbing it from the url.

To apply a severity, simply add one of the following numbers:

0 = Informational
1 = Recommendation 
2 = Non conformance 
5 = Non-critical 
10 = Critical

 

Routine Services

property   type   annual_test_date start_date

Type is your Routine Type Name found in the Control Panel i.e.

Automatic fire sprinkler systems (2012). This must be written exactly how it's spelt in your system (capitals and spacing)
If you don't use the routineservicelevel_set column, all default levels will be applied to the imported routines. If you use routineservicelevel_set, add in the levels you want to apply by adding their name on separate lines in the same column i.e.
Annual
Six-monthly

 

Fixed Billing Contracts (used for import new contracts in bulk, as well as bulk updating authorisation ref, notes and other information on the contract)

name   type   recurrence invoice_mode property send_invoice start_date next_due price (Importing only) product (importing only)

Name is name of billing contract (free text)

Type needs the word Fixed (with capital) inputted as importer can only import Fixed Billing Contracts at the moment

Recurrence is any of the following options, written EXACTLY how they written below (capitals and all):

- Monthly

- Bi-monthly

- Quarterly

- Half-yearly

- Annual

Invoice mode is any of the following options, written EXACTLY how they written below (capitals and all):

- Advanced

- Arrears

- Half & half

Property must contain the Uptick property ref

Send Invoice, Start Date and Next Due is your dates of when your first invoice is generated for this contract, the billing period start (can be before or after the next due which will dictate if the contract is billing in advance or arrears) and when the contract next needs an invoice generated.

IMPORTING ONLY: Price will be the total sell price (EX GST) you are charging per invoice.

IMPORTING ONLY: Product will be the product and product's description that is used on your invoice.

ALL Routines will be covered by this contract by default.

 

Prices

  pricetier     product   unit_price

This importer is vital for customers needing to bulk update sell prices to their products for price adjustment or just an easy way to add new price structures for different clients and properties. 

This process is much more simple than our other importers.

Once your products are in the system, simply go to Billing > Product Catalog > Pricebooks > View the Pricebook you wish to update or add sell pricing to > scroll to the bottom of the page and hit 'Download'. Using that CSV, update the unit_price column. Once you are happy with the unit_price column, simply save as a CSV file, then go to Tools > Importer > pick Importer Type = Prices and import. The column titles are already what they need to be to import them in.


Service Contracts

  property     service     contract_date     start_date     next_due_date  

Property must contain the Uptick property ref

Service must contain the service's name


Keys

  name  

You can link this to a property by adding the property ref should you choose to.


Suppliers

  name     email  

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