Have you taken the plunge and decided to opt for a next gen CMMS? Purchasing a maintenance software is often a difficult step. Will your teams get used to this new tool? Will you risk losing all the data collected until now ?
Import your data into your CMMS from an Excel file
We propose to all the users to send us all their information in Excel format (equipment, spare parts, maintenance history, maintenance plan…) and to integrate them in the application.
This will allow you to get the best out of your Mobility Work CMMS, as you will be working with your own integrated data. Your configured maintenance management software will then be ready for use.
Download import sheets
To get our import frames, please contact us.
Mobility Work CMMS allows you to import the following information:
- Users
- tags
- equipment
- sub-equipment
- spare parts
- maintenance history
This Excel file is a document dedicated only to the import of your data into your CMMS, and not to the modification or update of already existing data. Note also that the respect of the configuration of this frame is essential: by following the instructions to the letter, the import can be carried out more quickly.
Once this import is done, your account manager will also suggest you to proceed to the import of your maintenance plans.
Data to provide to import your history
Import users
- first name
- last name
- profile type
- email address
Import tags
- list of tags
Import equipment
- Name of the equipment
- Equipment description
- Cost center (financial or geographical breakdown of your equipment)
- The names of the images associated with your equipment (in .zip format)
- The tags or keywords associated with your equipment, essential to the analysis of your data
- Links between equipment if it is a sub-assembly or a component
It is also possible to link a sub-equipment to one or more equipment you have just imported.
The data required to import linked equipment is almost identical to that of the Equipment: the only box that differs is the first one, dedicated to the master equipment.
Learn more about equipment creation
Import of maintenance history
To enable us to import your maintenance history, you will need to send us the following information in Excel format (Excel CMMS):
Step 1: Task information (=work orders)
- Name of the equipment
- Date of intervention
- Description of interventions
- Associated tag(s) (preventive, electrical, mechanical, etc.)
- Name of the people assigned to the intervention
Step 2: Information about the activities performed on the tasks
- Description of the activity
- Date of the activity
- Duration of the activity
- Assignee names
Import of spare parts
- Master equipment
- Name of the spare part (model – brand – reference)
- Description of the spare part
- Cost center of the spare part (financial or geographical breakdown)
- Names of the images associated with your spare parts (.zip images)
- Associated tag(s) (preventive, electrical, mechanical, etc.)
- Location of your spare part in your store
- Price per unit
- Value in stock
- Minimum stock value
- Maximum stock value
Learn more about spare parts creation
To import your maintenance plans, simply send us all the information you have in Excel format. We will then contact you to discuss how to integrate them into your Mobility Work maintenance software.
If you wish to carry out a test with Mobility Work, we can import and integrate your data into a test database. It is also possible to import at any time a set of tasks, such as regulatory interventions to be carried out from your regulatory reports. You can thus at any time solicit us to integrate any new information into your CMMS.