This article explains how to import Scheduled and Corrective maintenance tasks on the different types of assets. In the examples below, we will use a WTG asset, and the standard data mapping will be used, but can be edited to your liking, which will be also be mentioned.

When importing, you can import both Scheduled and Corrective tasks at the same time from the same CSV file.

1. You will first have to open the asset you want to import the tasks to - this can be done either via the Input library, or directly from a case - and then go to either Scheduled Maintenance or Corrective maintenance tab

2. Click on "Import CSV"

3. A new modal will appear, with two tabs: "Upload" and "Data Mapping" - in order to make sure the import is successful, you will have to go to the Data mapping tab first

4. In the Data Mapping tab, you will see a list of the system field names; these are the same fields you see when creating a maintenance task manually. If the "File Column Name" is blank, you have the option of either giving them custom names, or you can use the default names - we will use the default names, which is done by clicking on the "Reset to Default" button - once this is clicked, you will see that all file column names are automatically populated.

5. Once you know the File Column Name, you can now give the same name in the columns in the CSV file, so they are linked to the correct system field name. In the example file found on the bottom of this article, the standard column names are used.

6. Before uploading, you will have to know which delimiters is used in the file - the easiest way to do this is to open the file in a text editor program (Notepad, Word, Wordpad etc), as it will display the column and decimal delimiter.

7. You are now ready to import the Scheduled and Corrective tasks; go to the Upload tab, set the delimiter to the same as your file, and click "Select file". Identify your file in the browsing window and upload the file

8. The import status will inform you of any tasks created, any rows which failed and specifically which row it failed on, providing you guidance on which row(s) needs to be fixed.

An example file is found on the bottom of this article, which uses the default data mapping

If you are having issues with the upload, please see the following article Troubleshooting CSV file imports