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Most teams start Opmaint with years of data already in Excel sheets and registers. Bulk import loads it in one go, so you are not typing hundreds of records by hand.

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Open bulk import

Click your organisation name at the top of the left sidebar, choose Settings, then click Bulk Import. Check the branch shown at the top is the one you want to import into.

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What you can import

Users, Teams, Locations, Zones, Sub Zones, Assets, Asset Types, Parts, Vendors, Work Orders, Checklists (one row per field), Meters and Meter Readings.

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Import step by step

1

Pick what to import

Click the tile for the data you are importing, such as Users or Assets.
2

Get your data in

The import screen is a grid with one column per field. Fill it any way you like:
  • Upload .xlsx / .csv to load a file
  • Paste from clipboard to paste straight from Excel
  • Type directly into the grid
Click Template to download a blank sheet with the right columns, or Download data to download what is already in Opmaint.
3

Fill in IDs and choices

Columns marked with an asterisk are required. For columns that take an ID or a fixed choice, right-click the cell (or use its arrow) to pick from the available values.
4

Validate

Click Validate. Opmaint highlights any problems, such as missing required values or duplicates in unique columns. Headers in red are unique.
5

Fix and import

Fix the highlighted cells, then click Import.
Big import? Click Save draft to come back to it later, and Drafts to open saved ones. Clear empties the grid.

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Import in this order

Records point to each other by ID. A zone needs its location, an asset needs its zone, and so on. Import parents before children:
  1. Locations
  2. Zones, then sub zones
  3. Asset types
  4. Assets
  5. Teams and users
  6. Vendors, then parts
  7. Meters, then meter readings
  8. Checklists and work orders

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Rules that catch people out

A cell cannot hold more than one location ID. If the same kind of asset sits at several locations, add a separate row for each.
Put each asset in the zone where it is actually mounted, including fire extinguishers and other fire safety equipment. Do not group spread-out equipment into one zone like “Fire Safety”. See Locations and zones.
Importing a user who already exists replaces that user’s details. Cells that hold several IDs are also replaced, not appended. To add users 2 and 3 to a location that already has user 1, enter 1, 2, 3, not 2, 3.
The user Type column takes ADMIN, FULL_USER, LIMITED_USER or REQUESTER. Store Person users cannot be imported; create them from Users instead. See Users and roles.

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Need help?

Our team handles imports as part of onboarding. Send us your sheets as they are and we will map them for you.

Getting started

Data export