Import Service Location

Pre-Conditions:

  • Customer Addressbook has been imported successfully. 
  • We need the Customer ID from the previous Addressbook import to act as the unique identifier that will associate the service locations to its certain customers.
  • Use the Service Location template with the columns in the table below. For the current import, we need the Customer ID from the previous Customer Addressbook Import, Customer Name, Contact Name, Email, Phone number, Street, City, State, ZIP.
  • If Jobs, Job Tasks, Invoices, and Addressbook Equipment are not linked to a service location for future import, then leave the Service Location ID blank. If you do, Service Location ID must be filled out. If you don’t have Service Location ID information, you have to generate your own IDs. 
  • If the customer has multiple contact numbers, please note that the system only supports 2 which are Phone and Mobile. 
  • The file should not have duplicate records. If it does, please note that they will be imported separately. 
  • Check for bad data in the file i.e. multiple contact numbers in the Phone column, Multiple names. Bad Data can cause an unsuccessful import.
  • Make sure to delete the column names before you import them into Industrack. Otherwise, it will cause issues during the import.

SERVICE LOCATION IMPORT TEMPLATE

Note that columns with (asterisk) * are required.

How to Import Service Location

  1. Go to Settings > Integrations > Import List > ACTIONS > Import Service Locations.

On the Import List Page click on Actions, and on the drop-down select Import Service Locations.

2. An Import Service Location window will pop up. Click upload and select the correct Service Location excel file to be imported.

3. Map the corresponding column names in the file then click Save

4.  After the file has been uploaded, the status should be COMPLETE. To verify if the upload is successful, click on the 3 dots beside status and click details.
​Note that if the Data has thousands of records, it may take a while for the status to change into COMPLETE.

5. By clicking on details, if all rows were successfully imported you should be able to see it here. The number of All Rows and the number of successful rows should match. 

6. If all Rows were successfully imported, do a spot check in the Customer Module> select certain customer> location tab, and verify the information imported is ACCURATE. 

7. If unsuccessful, rows with the error will not be uploaded and the number of successful rows will not be the same as the total number of rows in the file. This is what happens if you import files with Bad Data.

8. You will be able to see the line number in your file where the error is located and the line’s content. The detail of the error is also explained in the error tab.

9. You can export the error detail to excel and determine what is causing the error.

10. After the error is determined, edit your Service location File remove bad data then reimport back again.

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