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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.

clik service tools menu, csv import, equipment

Select ‘Create CSV Template‘ and select ‘Standard Equipment Template‘ or ‘Standard Equipment Template With Example User Definable Fields‘.

create csv template drop-down options

Save a copy of the Excel file to your PC.

Collate your equipment information into the corresponding columns within the Excel template.

equipment csv excel sheet

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.

clik service tools menu, 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.

save equipment import

Refresh the CRM to see the equipment you have imported under the ‘Equipment’ tab.

clik service crm, sites and 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
Clik Service

Clik Service

CRM

Importing Contacts Via CSV
Clik Service

Clik Service

Sites & Equipment

Importing Sites Via CSV

Sites & Equipment

  • Sites and Equipment Overview [Video]
  • Sites Module Overview
  • Adding Equipment to Sites
  • Moving Equipment Between Sites
  • Moving Company Sites
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