The following tables list the field mapping used when importing new repair orders from a file.
Column names in the import file will be automatically matched to the corresponding field mapping by first looking for an exact field name match (with or without spaces), and then by looking at abbreviations and synonyms to guess at the closest match.
Field Mapping for Version 2020 and earlier
| Field Name | Field Description |
|---|---|
| Repair Order Number | A number from 0 to 99999999. If this field is skipped, is empty, or the value is 0, then the next sequential repair order number will be automatically assigned based on the specified business location. |
| Business Location | A text string of up to 20 characters. If this field is skipped or is empty then the business location will be deduced from the repair order number, or if no repair order number has been specified then the default business location will be assigned. |
| Status | A 1- or 2-character text string that matches an existing repair status code. If this field is skipped or is empty then the default repair status for new repair orders will be assigned. |
| Customer Number | An existing customer account number from 0 to 9999999, or a text string of up to 7 characters that matches the quick code of an existing customer account. If this field is skipped or is empty then customer number 0 will be assigned. |
| Customer Name | A text string of up to 70 characters. This field may not be skipped or left empty. |
| Contact Name | A text string of up to 32 characters. . If this field is skipped or is empty then it will be assigned the contact name from the customer account, if the customer account is not 0. |
| Address Line 1 | A text string of up to 40 characters. If this field is skipped or is empty then it will be assigned address line 1 from the customer account, if the customer account is not 0. |
| Address Line 2 | A text string of up to 40 characters. If this field is skipped or is empty then it will be assigned address line 2 from the customer account, if the customer account is not 0. |
| City | A text string of up to 32 characters. If this field is skipped or is empty then it will be assigned the city from the customer account, if the customer account is not 0. |
| Province/State | A text string of up to 32 characters. If this field is skipped or is empty then it will be assigned the province/state from the customer account, if the customer account is not 0. |
| Postal/Zip Code | A text string of up to 10 characters. If this field is skipped or is empty then it will be assigned the postal/zip code from the customer account, if the customer account is not 0. |
| Country | A text string of up to 43 characters. If this field is skipped or is empty then it will be assigned the country from the customer account, if the customer account is not 0. |
| Business Phone | A text string of up to 23 characters. If this field is skipped or is empty then it will be assigned the business phone from the customer account, if the customer account is not 0. |
| Home Phone | A text string of up to 23 characters. If this field is skipped or is empty then it will be assigned the home phone from the customer account, if the customer account is not 0. |
| Mobile Phone | A text string of up to 23 characters. If this field is skipped or is empty then it will be assigned the mobile phone from the customer account, if the customer account is not 0. |
| Fax | A text string of up to 23 characters. If this field is skipped or is empty then it will be assigned the fax number from the customer account, if the customer account is not 0. |
| A text string of up to 200 characters. If this field is skipped or is empty then it will be assigned the email from the customer account, if the customer account is not 0. | |
| Advertising | A text string of up to 20 characters. If this field is skipped or is empty then it will be assigned the default advertising method from the customer account, if the customer account is not 0. |
| Ship Via | A text string of up to 40 characters. If this field is skipped or is empty then it will be assigned the default ship via from the customer account, if the customer account is not 0. |
| Tracking Code | A text string of up to 30 characters. |
| Reference 1 | A text string of up to 30 characters. If this field is skipped or is empty then it will be assigned reference 1 from the customer account, if the customer account is not 0 and the corresponding system setting has been configured. |
| Reference 2 | A text string of up to 30 characters. If this field is skipped or is empty then it will be assigned reference 2 from the customer account, if the customer account is not 0 and the corresponding system setting has been configured. |
| Reference 3 | A text string of up to 30 characters. If this field is skipped or is empty then it will be assigned reference 3 from the customer account, if the customer account is not 0 and the corresponding system setting has been configured. |
| Reference 4 | A text string of up to 30 characters. If this field is skipped or is empty then it will be assigned reference 4 from the customer account, if the customer account is not 0 and the corresponding system setting has been configured. |
| Make | A text string of up to 30 characters. This field may not be skipped or left empty. |
| Model | A text string of up to 40 characters. If this field is skipped or is empty then if there is only a single model configured for the imported make value then that model will be assigned. |
| Description | A text string of up to 60 characters. If this field is skipped or is empty then the default description for the imported make and model will be assigned. |
| Category | A text string of up to 20 characters. If this field is skipped or is empty then the default category for the imported make and model will be assigned. |
| Serial Number | A text string of up to 40 characters. If this field is skipped or is empty then it may be assigned the imported reference 1 value, depending on the configured system setting. |
| Condition | A text string of up to 20 characters. If this field is skipped or is empty then the default condition for new repair orders will be assigned. |
| Storage Bin | A text string of up to 20 characters. |
| Accessory 1-16 | A logical yes or no value |
| Under Warranty | A logical yes or no value |
| Warranty Plan | A text string of up to 20 characters. If this field is skipped or is empty then the default warranty plan for new repair orders will be assigned. |
| Date Purchased | A date value |
| From Location | A text string of up to 50 characters. |
| Customer to Bill | An existing customer account number from 0 to 9999999, or a text string of up to 7 characters that matches the quick code of an existing customer account. If this field is skipped or is empty then it will be assigned the billing customer from the customer account, if the customer account is not 0. If the customer account is 0 and this field is skipped or is empty then the same number imported as the customer number will be assigned (i.e. bill to self). |
| Problem to be Repaired | An unlimited text string. |
| Fault Codes | A text string of up to 30 characters. |
| Person Received By | A text string of up to 15 characters. If this field is skipped or is empty then the current user may be assigned, depending on the configured system setting. |
| Date Received | A date value. If this field is skipped or is empty then this field may be assigned the current date, but only if the assigned repair status indicates that the item for repair has been received. |
| Date Requested For | A date value. If this field is skipped or is empty then this field may be assigned a calculated date, depending on the configured system setting. |
| Preapproved | A monetary amount. If this field is skipped or is empty then this field will be assigned the default preapproved amount. |
| Notes to Print | An unlimited text string |
| Private Notes | An unlimited text string |
| Detail Field 1-20 | A text string of up to 120 characters. The Field detail line type will be assigned for each detail line. (If a custom import table has been prepared then each of the detail fields may be imported and processed as inventory part numbers, service codes, or package codes.) |
Field Mapping for Version 2021 and later
Coming soon…
0 people found this article useful
0 people found this article useful