Importing Jobs allows you to add and configure a large number of Jobs at the same time. This is useful if you have a Jobs list from your ERP or another source that you need to get into MachineMetrics.
There are three main steps to the import process:
- Upload Your File
- Map Properties
- Review & Import
Watch a video demo of the import process in the video below.
Please Note: Skip ahead to 6:00 in the video for the part on importing.
Upload Your File
The first step is to upload your file to MachineMetrics.
Select Import Jobs from the selections on the Jobs page.
You will then arrive in the Job Import flow, shown below:
Minimum required fields for the Import
Name and Default Expected Part Time are the minimum required fields to import jobs.
To upload your file, simply drag and drop into the field shown above.
Please note: We only support
YYYY-MM-DD for date entries in your file because other formats can be ambiguous due to the fact that international customers use different formats. For example, 01/05/2021 could be January 5th or it could be May 1st depending on whether you’re in the US or Germany.
Accepted File Types
The accepted file types for files include:
This part of the import process includes choosing how the fields within your file will map to the properties within MachineMetrics. You will notice that each of the columns from your file will be listed on the left side along with a preview of the data from that column.
On the right side, you will see a drop-down where you can select which MachineMetrics property you would like to map the data to in our system.
Auto-Archive Unmatched Jobs
Selecting this checkbox will archive all Jobs currently listed in MachineMetrics that are not listed in the file you are importing. This means those Jobs will no longer be available for dispatch.
Review & Import
This section allows you to see how your Jobs will be imported and formatted within MachineMetrics. Additionally, you have the opportunity to save the mapping you created as a template to be used in future imports.
Creating & Using Job Import Templates
Selecting the checkbox to save the mapping as a Job Import Template will make the template available on your next import.
When importing a new file, selecting to add a template will map the properties on the uploaded file the same as in the template you created. Below you can see an example of a template called "test upload" that is available to be added to the import.
Once your import is completed, you will see the list of Jobs on your Jobs page. If there are issues with your import or file, you will be notified during the import process.