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Go Work Order software is a structured advanced data base system. When you open any page with a place to fill in data, this data is stored in the data base under unique column headers. To upload you just need to know how to get data from an external file into the Go Work Order data base by matching imported data under unique column headers. It is actually very simple, once you learn what is needed.
For a successful upload you need three things correct:
- Column headers must be identical to column headers in the Go Work Order Data Base.
- The file must me saved in a txt.delineated file.
- The data you enter under a column header must be acceptable to the Go Work Order Data Base.
The easiest way to find the correct name for your column headers is to export a ticket from the Ticket List page. You will open this ticket in your Microsoft Excel Spreadsheet. The following is one way to add the correct column names to your file you want to upload.
- First copy the column header row. (Click on the left side of column headers and the entire row can be copied to your clip board. Right click and copy.)
- Open a new excel spreadsheet and paste the column header row.
- Think about the data you want to enter. You probably do not need all the columns available. Delete all columns you do not want. Note: Column order does not matter. The Column Name is all that matters.
- Save this template so you can re-use it as needed.
- Enter the proper data under each column on your spread sheet.
- Save as a .txt file.
To Upload data to Go Work Order open Company Setup and find the Upload Tickets from your Computer link under Tools. Select Browse and find the file you need. Add that file. Next Go Work Order is looking at your uploaded file to see if the column headers are identical and if the data is acceptable. Any errors will be presented. You must correct the errors before a file can be successfully uploaded.
Review:
- Create a Microsoft Excel file
- You may create a new Microsoft Excel file or use an existing file that already contains data that you wish to upload.
- Label the columns in your file so that each column name matches a column in the Go Work Order Data base. (Export a ticket or work order from the ticket list page to find acceptable column names.)
- The first row of your Microsoft Excel file must only include column names.
- To upload a contact, at least one column name in your file must match at least one of the contact column names in the Go Work Order database.
- To upload a ticket, at least one column name in your file must match at least one of the ticket column names in the Go Work Order database.
- Include the data you would like to upload in your file.
- For example: If you have a column named "FIRSTNAME", each cell beneath that column should include a first name such as "John".
- Save your file as a "tab-delimited" Microsoft Excel file.
- In Excel, click on "File" and then click "Save As" and beside "Save As Type:" choose "Text (tab) delimited".
- Upload your file
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