FieldEx allows you to bulk upload data into the system using structured CSV import templates. This is especially useful during onboarding, system migration, or high-volume updates across job orders, customers, assets, or inventory.
This article explains:
Which modules support import
Where to find templates for each import type
Best practices for mapping IDs and fields
Important upload considerations
Modules That Support Data Import
Path: Setup > Import/Export > Import CSV
The following FieldEx modules currently support CSV import:
Task
User Task
Customer
Sales Order
Sales Order Product
Job Order
Job Order Product
Contact
Product
Team
Team User
Scheduled Maintenance
Asset
Tip: You can use these to import either new records or bulk updates. Just ensure IDs are consistent if updating existing data. |
Where to Find Upload Templates
For each supported module, FieldEx provides a sample CSV template that shows the required format and column headings.
Go to Setup > Import/Export > Import CSV
Select the module you want to import (e.g., Asset)
A link to download the template CSV will be displayed
Open the file and fill in your data
Reminder: Do not remove or rename the column headings in the file as these must match exactly for the import to succeed. |
Tips for Mapping IDs and Fields
Use the exact ID values or codes shown in the FieldEx system for fields like:
Customer ID
Asset ID
Status codes
User IDs
Use consistent naming conventions across related modules (e.g., team name and team user)
If you're unsure of a field value, export the module first to get a working sample
Pro Tip: Always do a test import with a small batch of rows (5–10 entries) before attempting full bulk uploads. |
Important Notes Before Uploading
Files must be in .csv format (comma-separated values)
The first row must contain column headings that match FieldEx field names
Required fields (e.g., name, type, date) must not be left blank
There is no undo so always verify your data before uploading
Import errors will be displayed after upload with row-level detail
Exporting data: To export any module’s records, go to the same Import/Export menu, click Export, and download the data as a CSV file for review or backup. |