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Each Opmaint bulk import uses a fixed template with its own columns. This page lists every template, marks the required columns, and covers the formatting rules that cause most failed validations. For how to open the import screen and run an import, see Bulk import.
Click Template on the import screen to download a blank sheet with the exact column headers. Keep the headers as they are, including the asterisks, and keep their order.

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Formatting rules for every template

  • Required columns end with an asterisk (*). A row with an empty required cell fails validation.
  • ID columns take the Opmaint ID of the record, not its name. Get IDs by clicking Download data on the import screen, or with Copy ID in the row menu of most lists.
  • Several IDs in one cell are comma-separated without spaces, for example 166,167,168.
  • ID columns replace, they do not add. Whatever IDs you put in the cell become the full list. To add a user to a location that already has users, enter the existing IDs and the new one.
  • Re-importing a record replaces its details. When you update an existing record, fill every value you want to keep, not only the one that changed.
  • Clean your cells. Remove line breaks and extra spaces copied in from other sheets.
Deleting or deactivating records cannot be done through an import. Do it from the record’s list instead.

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Your data structure

Opmaint organises each site as Branch > Location > Zone > Sub Zone. Import data while you are in the branch it belongs to, and remember that Download data shows the records of the branch you are in. See Branches and Locations and zones.

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Templates

Store Person users cannot be imported. Create them from Users instead. See Users and roles.
When you re-import an existing asset, fill its location and zone again. Leaving them blank clears them.
Part type IDs are different in each branch. Use the IDs from the branch you are importing parts into.
Enter numbers only in Min Stock, Units in Stock and Cost: 50, not 50 mtr, and 130000, not 1,30,000.
For columns with fixed choices, such as Type, pick the value from the cell’s list on the import screen.
For Type and Priority, pick the value from the cell’s list on the import screen.
Use one row per question. Repeat the checklist name on every row so each question is attached to the right checklist.Field Type values, written in lowercase: yesno, oknotok, number, numberwithrange, text, radio, checkbox, dropdown, date, photo, file, time, star, slider, divider, signature, voice.For yesno questions, enter yes, no as the options. For oknotok questions, enter OK, Not OK.

Bulk import

Data export