Import Scenario: Equipment

  • 17 March 2024
  • 3 replies
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jaymarzian
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 Hey folks, thought I would share my import scenario for Service Management Equipment. See below:

 

 

- John

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jaymarzian
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I first check all the boxes to import the record itself (up to the Equipment Type line) making sure that Save at the bottom also is checked.

Create the record first, then add extras...

I have attached the datasheet and the import scenario.  If using auto-numbering, make sure and put some sequence of numbers in the “Equip. Nbr.” field on the sheet - if the number does not exist in the system, it will auto-generate a number for the record.

 

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- John
jaymarzian
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@Chris Hackett You can delete the top post here - the system was behaving badly this weekend and didn’t post properly.   I would delete it myself, but can no longer edit it.

- John
Chris Hackett
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Hi @jaymarzian - Unfortunately it’s not possible to delete the original post without deleting the responses. I have edited it so it makes more sense.

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

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