Data Imports

Owned by Daniel Akers
Last updated: Jun 13, 2022 by Maria Harreguy
2 min read

Overview:

Use this feature to import data into Workbench, there is a range of standard imports for different types of transactions. The field formats for the data import file will vary depending on the type of data being imported.

Each data import has a Sample file that can be downloaded, so users know exactly what columns are expected.

Screen Guide:

 

Open the Data Import List to display the list of available import formats used to load general data and transaction of varied types. The list includes:

  • Adjustment

  • AP Invoice Payments

  • AP Invoices

  • APInvoice Line

  • Asset Tasks

  • Assets

  • Bill of Materials

  • Budget Lines

  • Budget Lines With Job Work Centres

  • Catalogue Lines

  • Claim Line Values

  • Companies

  • Contract Schedule Lines

  • Contract Schedule Lines With Schedule Code

  • Cost Sheet Schedule Import

  • Costing Schedule Lines

  • Disbursements

  • Docket Lines

  • Docket Outputs

  • Effective Contract Schedule Lines

  • Employees

  • Estimate Lines

  • iGrid Layout

  • Items

  • Job Outputs

  • Job Receipts Import

  • Job Work Centres

  • Language Translation

  • Language Translation Override

  • Log

  • Plant

  • Plant Issues

  • Plant Job Supplement

  • Plant Rate Code

  • Procurement Import

  • Purchase Order Lines

  • Quote Line

  • Quote Line with BOM

  • Service Desk Outputs

  • Site Map

  • Stock Opening Balances

  • Subcontract Schedule Lines

  • Timesheets

  • WebWorkbench Users

  • Works Order Lines

 

To load a file follow the following steps:

  • Specify a criteria you may have, and Apply Filter (1) to display the matching data import formats.

  • Click on the required data format name (2), in this example Adjustments, to display the Data Import Detail screen.

  • The detail screen displays the import procedure and the import specific parameters available or required (3), in this example batch details to use for the import.

  • The import data structure is also displayed for reference in the grid, showing the column order, field name and description, data type, maximum length of data (0 if not applicable), and required / mandatory fields. Note: Date format is dd-mmm-yyyy.

  • Specify your file structure details (4) for header, delimiter, and file extension.

  • Browse for the file to upload (5).

  • When ready click Upload (6) to start the data import process.



Next Steps:





Related Pages:



FAQs:

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Process Flow: