Before You Begin:
- Ensure Correct Workspace: Make sure you’re in the correct workspace before starting your import. Data imports to the workspace you're currently in.
- Document Types: Create necessary Document Types in your account before starting the import for successful mapping.
- Single Sheet Import: The import feature will only read the first sheet of your Excel file. For multiple sheets, import them individually or create separate files with one sheet each.
- Custom Fields: If you're using Custom Fields for additional data, ensure these fields are already created in your account before importing. You can learn more about adding custom fields here: Adding Custom Fields | Expiration Reminder
Step 1: Access Import Feature
- Navigate to your account Expiration Items on the left-hand menu, select “Import Expirations”
Step 2: Upload your spreadsheet
Step 3: Preview the spreadsheet
Have a preview of the data and select the sheet or sheets that will be imported into Expiration Reminder.
Step 4: Choose Import Type
- Contacts: useful for importing employee credentials and certifications
- Companies: useful for importing vendors and customers
- Locations: useful for importing locations, branches and properties
- Equipment: useful for importing equipment, tools and machines.
- Vehicles: useful for importing cars, trucks, boats, ships, etc.
Date triggers:
2000-01-01 as the expiry on your spreadsheet, and the import will read it as an item to upload as 'No Date'
2000-01-02 will upload the item as 'Missing'
2000-01-03 will upload the item as 'On Hold'
2000-01-04 will upload the item as 'Not Applicable'
Step 5: Map Your Columns
- On the Mapping Screen, map the columns from your spreadsheet to the corresponding fields in your account.
- Ensure all required fields are correctly mapped. It’s not necessary to map all fields if they are not relevant. If you don’t want to include certain columns, choose "Ignore this column" from the dropdown menu.
Step 6: Review and Correct Errors
- Review any errors flagged by the system (e.g., missing data). You can correct these errors on this screen without needing to edit your spreadsheet.
Step 7: Check for duplicates
Step 7: Complete the Import
- Follow the import sequence: Processing Data (1/2) and Uploading Data (2/2). The time taken will depend on the size of your spreadsheet.
- You will see a confirmation screen once the import is complete.
Happy Importing!
Don't forget to check out our articles on Importing spreadsheets below: