Required/Suggested Importer Fields

Users Required Fields

  Name     Email    License 

 

Products Required Fields

  Name    Type 

Type, means one of the following must be chosen.

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

 

Clients

  Name 

 

Properties

  Property Name    Address    Client 

Ref = property ref

Client - client_id

 

Contacts

  Property     Name 

Note: The role must be all one word lower case
The 5 options for role are:
- propertymanager
- onsitemanager
- owner
- accesscontact
- tenant

 

Tasks

  Property    Due     Client     Name (free text) 

Note: You cannot import task tags.


Service Tasks

  Performed_date    Result    ID    Notes  


Contractors

Name  Email  Primary_contact


Assets

  Type (asset type)    Property (ref) 


Asset Types

  Name  


Remark Types

  Label     Description     Resolution 


Remarks

  Type    Description     Asset  

Note: Type = Remark type ID

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


Prices

  Pricetier     Product     Unit-price 

Note: The products must be imported first. It is sometimes easiest to download the pricing tier from the pricing page, then update from there. 


Service Contracts

  Property     Service     Contract_date     Start_date     Next_due_date  

Note: Property needs to the ref. Date fields DD/MM/YY. 


Keys

  Name     Description  

Note: You can link this to a property should you choose to


Suppliers

  Name     Email  
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