Work Order Import - CSV File Specifications
- Karl Burkum
- Joel Smolarek
- File must be in CSV format
- Header row is required
- Column / field names must match the names in the table below
- Order of columns / fields does not matter
- Non-required fields that do not have values are not required to be included in the import file
| Key |
|---|
| Always Required |
| Conditionally Required |
| Optional |
| Field (Exact Name) | Required | Format / Limits | Description |
|---|---|---|---|
| ProjectNumber | Yes | Text (127 max) | MetaField's Project Number for the project the work is for - must match MetaField |
| StartDate | Yes | yyyy-mm-dd | Date the work is scheduled to be performed / due |
AsAvailable | Yes | 0/1, TRUE/FALSE, True/False | Indication if the work order is assigned to a time (AsAvailable = FALSE) or if the work order is performed as technicians are available that day / no set time (AsAvailable = TRUE) |
| StartTime | Conditionally | hh:mm | Starting time for the work Only required / supply if AsAvailable = FALSE |
| DurationHours | Conditionally | Integer (2 characters max) | Duration of work in hours Only required / supply if AsAvailable = FALSE |
| DurationMinutes | Conditionally | Integer (2 characters max) | Duration of work in minutes Only required / supply if AsAvailable = FALSE |
| WorkItem | No | String (Concatenation of Names if multiples) | MetaField's Work Item Name If multiple work items are associated with a work order, separate the work item ID list by | (pipes) with no spaces surrounding the pipes. For example: Work Item A|Work Item B|Work Item C String contained in "Â Â Â " if commas exist in text string. |
| Location | No | Text (Long String) | Location of the work - could be a concatenation of multiple data points related to the work being performed (asset information, physical location, etc.) String contained in "   " if commas exist in text string. Line breaks inserted by including a | at the end of a line. Do not put spaces on either side of the | to prevent extra spaces from being inserted. Text String 1|Text String 2|Text String 3 results in... Text String 1 |
| Address | No | Text (Long String) | Address of the work String contained in "   " if commas exist in text string. Line breaks inserted by including a | at the end of a line. Do not put spaces on either side of the | to prevent extra spaces from being inserted. 123 Anywhere Street|NW Lot Corner results in... 123 Anywhere Street |
| City | No | String | City of the work |
| Technician | No | String | MetaField User's (Field Technician) Email Address If multiple technicians are associated with a work order, separate the email address list by | (pipes). Do not put spaces on either side of the | to prevent extra spaces from being inserted. For example: user1@company.com|user2@company.com |
| NotesForTechnician | No | Text (Long String) | Notes / supporting information for the technician to be aware of - could be a concatenation of multiple data points String contained in "   " if commas exist in text string. Line breaks inserted by including a | at the end of a line. Do not put spaces on either side of the | to prevent extra spaces from being inserted. Text String 1|Text String 2|Text String 3 results in... Text String 1 |
| NotesForScheduler | No | Text (Long String) | Notes / supporting information for the scheduler to be aware of - could be a concatenation of multiple data points String contained in "   " if commas exist in text string. Line breaks inserted by including a | at the end of a line. Do not put spaces on either side of the | to prevent extra spaces from being inserted. Text String 1|Text String 2|Text String 3 results in... Text String 1 |
| RequestedBy | No | Text (100 characters max) | Name of the person requesting the work "Bulk Import" or similar could be passed to denote the work orders created using the bulk import script. |
| PhoneNumber | No | Text (63 Max) | Phone number of the person requesting the work 999-999-9999 format |
| RequestedDateTime | No | yyyy-mm-dd hh:mm | Date and time the work was requested |
Import Work Order Data
The attachment below, is an example of a properly formatted file, ready for Importing.
Import Template File