Support

Importing your data into your CMMS

Vincent Gauchevertu

•

27/9/2017

min

You have taken the plunge and decided to opt for a Next generation CMMS ? Buying maintenance software is often a difficult step. Will your teams get used to this new tool? Will you risk losing all the data collected so far? At Mobility Work, we support you in the import of your data.

Importing data into your CMMS from an Excel file

To facilitate your data imports into our maintenance software, we suggest that all users send us all of their information in Excel format (equipment, spare parts, maintenance history, maintenance plan...) and integrate in the app.

Retrieve our import frames

To get our import frames, thank you for contacting us.

CMMS allows you to import the following information:

Users
Labels
equipments
sub-equipment
spares
maintenance histories

This Excel file is a document dedicated only to importing your data into your CMMS, and not to modifying or updating existing data. Also note that respecting the configuration of this frame is essential: by following the instructions to the letter, the import can be done more quickly

Once this import has been completed, you will also be offered by your account manager to proceed with the import of your maintenance plans.

Data to be provided to import your histories

Importing users

First name
noun
type of profile
email address

Importing labels

List of labels

Importing equipment

Equipment name
Equipment description
Cost center (financial or geographical division of your equipment)
The names of the images associated with your equipment (in .zip format)
Associated labels or keywords, essential to the analysis of your data
The links between the equipment if it is a subset or a component

It is also possible to link sub-equipment to one or more devices that you have just imported.

The data required to import linked equipment almost identical to that of the Equipment: the only box that differs is the first, dedicated to the master equipment or to the master equipment.

Learn more about creating your equipment sheets

Importing maintenance histories

For your maintenance history imports, we will need the following information:

step 1: Task information (=work orders)

Equipment name
Intervention date
Description of interventions
Associated label (s) (preventive, electrical, mechanical, etc.)
Name of those assigned to the intervention

step 2: Information relating to the activities carried out on the tasks

Activity description
Activity date
Duration of the activity
Names of assignees

Importing spare parts

Master equipment
Name of the spare part or spare part (model - brand - reference)
Description of the spare part
Spare part cost center (financial or geographic division)
The names of the images associated with your spare parts (images in zip format)
Associated label (s) (preventive, electrical, mechanical, etc.)
Location of your spare part in your store
Unit price
Stock value
Minimum stock value
Maximum stock value

Learn more about creating spare parts

For import your maintenance plans, all you have to do is send us all the information you have in Excel format. We will then contact you to discuss how to integrate into your Mobility Work maintenance software.

If you want to test with Mobility Work, we can import and integrate your data into a test database. It is also possible to import a set of tasks at any time, such as regulatory interventions to be carried out from your regulatory reports. You can therefore ask us at any time to integrate any new information into your CMMS.