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Importing Equipment Via CSV
Creating Equipment CSV Templates
First, you need to create a template to put the equipment in.
Go to Tools > CSV Import > Equipment.
Select ‘Create CSV Template‘ and select ‘Standard Equipment Template‘ or ‘Standard Equipment Template With Example User Definable Fields‘.
Save a copy of the Excel file to your PC.
Collate your equipment information into the corresponding columns within the Excel template.
Make sure the site description or reference is spelt correctly so the equipment can be imported into the sites correctly.
Save the CSV document and exit Excel.
Importing Equipment Into Clik Service
Go to Tools > CSV Import > Equipment.
Click on ‘Import’.
For this particular CSV, select ‘Site Reference’ for the ‘Link Object to Object by’ field, then click ‘OK‘.
Browse for the Excel file you created, then click ‘Open’.
When the import has finished, click ‘Save‘. This will import the equipment into Clik Service.
Refresh the CRM to see the equipment you have imported under the ‘Equipment’ tab.
See the below table to see the details on what type of information and format is expected when importing equipment:
Field |
Expected Input |
Notes |
| Site Description | Text | *Links the Equipment to the site* Use only Site Description OR Site Reference to link to equipment. |
| Site Reference | *Links the Equipment to the site* If this column is missing in your template please update Clik Service and try again. Alternatively, you can add this column manually. | |
| Description | Text | Equipment description. |
| Make | Text | |
| Model | Text | |
| Serial | Text | Be sure to use a unique Serial Number and/or a unique Reference. |
| Reference | Text | Be sure to use a unique Serial Number and/or a unique Reference. |
| Category | Text | Use a value found in Equipment Category in Clik Service. You can find a guide to adding your own categories here. |
| Install Date | Date | |
| Warranty Date | Date | |
| Next Service Due | Date | |
| Decommissioned Date | Date | |
| Decommissioned | Y/N | TRUE’ or ‘Yes’ to indicate that equipment is decommissioned, no need to enter ‘FALSE’ or ‘No’ as a blank cell has the same effect. |
| Unknown Install Date | Y/N | TRUE’ or ‘Yes’ to indicate that equipment is install date is unknown, no need to enter ‘FALSE’ or ‘No’ as a blank cell has the same effect. |
| Notes | Text | |
| Plant Location | Text | |
| (User Field) Example One | Replace ‘Example One’ with the name of your User Defined Field, keep the preceeding ‘(User Field)’ text. The expected input format will be dictated by the format used by the User Defined Field. | |
| (User Field) Example Two | ||
| (User Field) Example Three |
