Work Order Import - CSV File Specifications

  • 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)RequiredFormat / LimitsDescription
ProjectNumberYesText (127 max)MetaField's Project Number for the project the work is for - must match MetaField
StartDateYesyyyy-mm-dd

Date the work is scheduled to be performed / due

AsAvailable

Yes0/1, 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)

StartTimeConditionallyhh:mm

Starting time for the work

Only required / supply if AsAvailable = FALSE

DurationHoursConditionallyInteger (2 characters max)

Duration of work in hours

Only required / supply if AsAvailable = FALSE

DurationMinutesConditionallyInteger (2 characters max)

Duration of work in minutes

Only required / supply if AsAvailable = FALSE

WorkItemNoString (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 "     " if commas exist in text string.

LocationNoText (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
Text String 2
Text String 3

AddressNoText (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
NW Lot Corner

CityNoStringCity of the work
TechnicianNoString

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

NotesForTechnicianNoText (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
Text String 2
Text String 3

NotesForSchedulerNoText (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
Text String 2
Text String 3

RequestedByNoText (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.

PhoneNumberNoText (63 Max)

Phone number of the person requesting the work

999-999-9999 format

RequestedDateTimeNo

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