Location Imports
availability
| Platform: | WebMobile |
|---|---|
| Plan Type: | BasicEssentialPremiumEnterprise |
| User Type: | RequesterFull UserAdministrator |
This article provides detailed information about importing locations into MaintainX® from a CSV or Microsoft Excel (XLS, XLSX) file using the built-in importer.
It covers:
- Location fields you can import.
- Location-specific import considerations.
- Troubleshooting file import and data errors.
For step-by-step instructions for importing data into MaintainX, see Import Data Into MaintainX.
Location Fields You Can Import​
| Column in File | Field in MaintainX | Description |
|---|---|---|
| Location name | Location Name | The name of the location. It can be up to 255 characters long. MaintainX can't import a location if this cell is blank. |
| Description | Description | A short description of the location. It can be up to 4096 characters long (approximately 500-700 words). Make sure to include all the relevant details for the location. |
| Address | Address | The physical address associated with the location in your MaintainX organization. |
| Responsible Teams | Responsible Teams | The teams responsible for maintaining assets at this location. A location can be associated with more than one team. You can separate multiple teams by using a pipe character ( |). For example: Team1 | Team2 | Team3. If you enter the name of a team that doesn’t exist in your MaintainX organization, MaintainX creates the team when it imports the locations, and associates the location with the new team. |
| Vendors | Vendors | The vendors associated with the location. A location can be associated with more than one vendor. You can separate multiple teams by using a pipe character ( |). For example: Vendor1 | Vendor2 | Vendor3. If you enter the name of a vendor that doesn't exist in your MaintainX organization, MaintainX creates the vendor when it imports the locations, and associates the location with the new vendor. |
Default Settings for Imported Locations​
When a location is imported:
- The location is set to Active by default.
- The location history indicates that the location was created by the user who imported the location data.
Troubleshoot Location Imports​
Location Import Errors: File Upload​
If MaintainX can't import your file, it displays an error message. The following table explains the errors you might encounter and suggests possible fixes.
| Error | Description | Fix |
|---|---|---|
| Locations import has <NUMBER> rows but you can only import 1000 rows or less | The import file has more rows than the importer supports. | Split the import file into two or more smaller files, and import those. |
| Nothing to Import | None of the rows in the import file are valid. For example, you might have an invalid Location Name in every row. | Correct the errors and reimport the file. For more information about the format and column names MaintainX expects, see Location Fields You Can Import. |
Location Import Errors: Rows and Cells​
MaintainX ignores rows that it can't import, and displays error messages for those rows in the upload summary. You can't fix import errors from the upload summary screen. Instead, you can do one of the following:
- Fix the errors in the import file, then reimport it.
- Copy the lines with errors into a new import file, fix the errors, then reimport the new file.
The following table explains the errors you might encounter and suggests possible fixes.
| Error | Description | Fix |
|---|---|---|
| Location Name is required | The Location Name column (or equivalent) is missing or empty for this row. | Provide a location name and reimport the location. |
| Location Name must be 255 characters or less | The location name exceeds the maximum allowed length of 255 characters. | Shorten the location name to 255 characters or less and reimport the location. |
| Invalid value | The column value for this row doesn't match any of the possible values for the field in your organization. This can happen when the column is matched to a dropdown type custom field in your organization, but the column value does not match any of the dropdown values. | Change the value to an accepted value for the field in MaintainX and reimport the location. |
| Teams format error | The Responsible Teams field contains commas instead of pipe characters, or has an invalid format. | Use pipe characters (|) to separate multiple teams. Format: Team1 | Team2 | Team3. |
| Vendors format error | The Vendors field contains commas instead of pipe characters, or has an invalid format. | Use pipe characters (|) to separate multiple vendors. Format: Vendor1 | Vendor2 | Vendor3 |
Handling Other Upload Errors
Depending on your MaintainX organization setup, you might encounter other upload errors not listed in this section. In that case, contact MaintainX Support.