Import Equipment Via CSV - CS

Creating the Equipment CSV Template

• First, you need to create a template to put the equipment in.
• Go to tools > CSV > equipment.
• Select create CSV template > standard equipment template or standard equipment template with user definable fields. 

• You will be prompted to save a copy of the Excel file to your PC which you should do.

• Collate your equipment information into the corresponding columns within the Excel template.
• Make sure the site description or reference are spelled correctly so the equipment can be imported into the sites correctly.
• Save the CSV document and exit Excel.   

Importing The Equipment Into Clik Service

• Go to tools > CSV > equipment.
• For this particular CSV, select import > site reference then click OK.

• When the import has finished, click save. This will import the equipment into Clik Service.

• Refresh Clik Service CRM and you will see the equipment you have imported.