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Navigation: File Menu > Setup Tools

Import Setup Data

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For users who wish to import setup data from an existing electronic source, the Import Setup Data section of Setup Tools allows users to select the database to which data should be imported, as well as select the records to be imported.

 

CSV Downloads

 

Below are a list of example CSV files that can be downloaded.  These files can be used as an example, or just remove the example row and enter the data in each field.  Once completed, the file can be saved and imported into the program.

 

 

Note: The CSV downloads are coming from Dropbox.  Click the   DownloadDropbox  to download the document that has been updated . You will need access to the website Dropbox to be able to download the documents.

 

 

Equipment

Part

Task

Suppliers

Group

Category

Equipment Priority

Equipment Type

Labor Account

Labor Class

Labor Type

Location

Product Group

Product Type

Warehouse

Work Priority

Work Type

 

ClosedStatus12x12white Importing Setup Data

 

ClosedStatus12x12white Import Data Setup Information