Data Imports
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:
Process Flow: