Import Addressbook Equipment
✅ Before You Begin
Make sure you’ve already imported the following:
- Customer Addressbook
- Service Location
- Jobs (if you’re linking equipment to a job)
- Use the Addressbook Equipment template with the columns in the table below. We need the Customer ID, Service Location ID, and Job ID from the previous import.
📝 File Setup
Use the Addressbook Equipment Import Template.
The following columns are required:
- Customer Equipment ID (must be filled out — you may create your own IDs)
- Service Location ID
- Customer ID
- Job ID
- Type
- Manufacturer
- Model
- Serial Number
- Installation Date
- Notes
- Warranty Date
Important Notes:
- You can import equipment for just a customer by including only the Customer ID. You can leave the Service location ID and Job ID blank.
- For the current import, we require the Customer Equipment ID, Type, Manufacturer, and Model.
- Do not include duplicate records — if present, they will be imported multiple times.
- Remove column headers from your Excel file before uploading.
- Check for bad data (e.g., missing or invalid entries in Type or Manufacturer).
- Dates must be in MM/DD/YYYY format to import correctly.
IMPORT ADDRESSBOOK EQUIPMENT TEMPLATE
How to Import Addressbook Equipment
- Go to Settings > Integrations > Import List > ACTIONS > Addressbook Equipment.
🚀 How to Import
- Go to:
Settings > Integrations > Import List
2. Click Actions, then select Import Addressbook Equipment from the dropdown.
3. In the pop-up:
- Select your Timezone
- Click Upload and select your Excel file
4. Map your columns to match the system fields, then click Save
✅ Verifying the Import
- Once uploaded, the status will change to COMPLETE.
- If the file has many records, this may take some time.
- Click the three dots next to the status, then click Details
7. Make sure the number of Successful Rows matches All Rows
8. Do a spot check:
Go to Customer Module > Select a Customer > Invoices tab and review the imported data.
❌ Handling Import Errors
9. If there are errors:
- Only rows with valid data will be imported
- You’ll see the line number and content of the error in the Error Tab
10. You can export the error report to Excel to review what went wrong
11. Fix the data in your original file and re-import once corrected
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