Import Data
Import data from CSV, Excel (XLS/XLSX), or JSON files
Clients List
Import client details from CSV, Excel, or JSON
Required Fields:
name* - Company name or full name
client_type* - "business" or "private"
Optional: street, city, state_province, zip_postal_code, country, email, phone, mobile, registration_number, vat_number
Parts & Labour List
Import inventory parts and labour rates from CSV, Excel, or JSON
Required Fields:
name* - Part or labour name
type* - "part" or "labour"
price* - Unit price
Optional: sku, quantity, unit
Technicians List
Import technician details from CSV, Excel, or JSON
Required Fields:
email* - Email address (used for login)
first_name* - First name
last_name* - Last name
Optional: phone, mobile, employee_id
Sites List
Import client site locations from CSV, Excel, or JSON
Required Fields:
client_name* - Client name (must exist)
site_name* - Site name
Optional: street, city, state_province, zip_postal_code, country, contact_name, contact_phone, contact_email
Jobs List
Import jobs from CSV, Excel, or JSON
Required Fields:
title* - Job title/type
client_name* - Client name (must exist)
Optional: description, scheduled_date, site_name, work_type
Job Templates List
Import reusable job templates from CSV, Excel, or JSON
Required Fields:
name* - Template name
job_type* - Job type
Optional: description, estimated_duration, default_parts
Client Inventory List
Import client-specific inventory from CSV, Excel, or JSON
Required Fields:
client_name* - Client name (must exist)
part_name* - Part name (must exist)
quantity* - Quantity
Optional: location