Import account settings

In this section, you will be able to upload all information needed for reports, work orders, sites, assets, sub-assembly components, personnel skills/groups and transport certificates/groups. You can import the information via CSV files.

The following articles will guide you on how to:

• Import reports
• Import work orders
• Import sites
• Import assets
• Import sub-assemblies and components
• Import personnel
• Import personnel skills and transport certificates
• Importing settings: Departments
• Importing settings: Permissions
• Importing settings: Personnel roles

To set the connection between the sites, assets and components correctly, it is important, that the related site/asset is already existing in the tool. Please use the following order: 

1. Importing Sites
2. Importing Assets
3. Importing Sub Assembly
4. Importing Components