The Fexa Import tool is an efficient way that you can load data from a spreadsheet to the site in bulk. The most common use cases are for Work Orders, Facilities and even Programs. This feature is for Admin users.
The recommended file type for imports is .xlsx
NOTE: This menu should only be utilized by the savviest Fex-perts within your organization! If you need assistance with utilizing the import tool, please reach out to the Helpdesk and we provide guidance.
Special Features: "Vendor is 1099" is importable on the Vendor import spreadsheet.
To utilize this feature, click on the Imports tab on the menu.
Import Grid Overview
Summary of the main import screen.
Downloading Import Spreadsheets
Overview of how to access the templates utilized when loading data into Fexa via the import tool.
- Click on the + in the top right-hand corner of the grid.
- Select the Import Type (work orders, invoices, brands, tax defaults, etc.)
- Once the import type is selected, there is a Hint under the Import Type field. This says 'Click here to download template'. It is very important to have the most updated spreadsheet for a successful import.
How to Create an Import
Explanation of the mapping information, including which fields are required on each import template.
Overview of how to upload the import template once all of the data has been compiled.
Mapping Screen/Status Screen
Explanation of how Fexa will automatically map the fields from the template.
Overview of the final import screen that will show you the results.
Import Updates
For Import Updates, you must use the ID of the existing information. This can often be found on reports or you can find certain IDs on the User Interface.