Import Template
A ready-made Excel spreadsheet you fill in with your data, then hand back to be imported. One column per field, one row per record — no coding required.
How to fill it in
Section titled “How to fill it in”Open the Start Here sheet first — it lists every type of data and explains how the workbook works. Then:
- Pick the sheet for the data you’re importing (for example Assets or Defects).
- Each column is one field. Columns marked
*and coloured dark blue are required; light-blue columns are optional. - Row 2 (grey) is an example — start typing your own data on row 3.
- Hover any column heading to see what it means and an example value.
- Leave a cell blank to skip an optional field.
Not sure what a field means? The Data Field Guide explains every one.