All Collections
New to MaintainX
Basic Importing Data Support
Importing Work Orders into MaintainX Org
Importing Work Orders into MaintainX Org

Importing Work Orders into MaintainX Org

Caroline Eisner avatar
Written by Caroline Eisner
Updated over a week ago

NOTE: Teams, Users, Locations, Assets, Parts, and Vendors must be imported prior to importing Work Orders.

  1. Download Work Order template to desktop

  2. Complete Work Order Template, by adding following information:

    • Column A: Work Order title

    • Column B: Work Order Priority (None, Low, Medium, or High)

    • Column C: Work Order Status (Open, On Hold, In Progress, or Done)

    • Column D: Work Order Description

    • Column E: Work Order Categories

    • Column F: Work Order Created date

    • Column G: Work Order Due Date

    • Column H: Work Order Start Date

    • Column I: Work Order Completed date

    • Column J: Assets related to Work Order

    • Column K: Location of work

    • Column L: Work Order Recurrence (Daily, Weekly, Monthly, or Yearly)

    • Column M: Work Order creator (User must in org)

    • Column N: User who completed Work Order

    • Column O: Vendors linked to Work Order

    • Column P: Team on Work Order

    • Column Q: Assignee of Work Order

    • Column R: Work Order Number

    • Column S: Procedure Template IDs (Procedures must already be created)

  3. Once complete, save Work Order Template file as .csv

  4. Submit Work Order Template file to MaintainX Support chat feature

Did this answer your question?