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.
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 |
Last Updated: March 2020
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