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- Customer – useful for creating additional sites if needed.
- Contacts – enables you to create the Site Supervisors, managers or other Contacts linked to the Customers.
- Equipment – Details of the Equipment or Assets that will be serviced.
See image below showing the import template and one of the sheets is "Equipment" where you need to enter your equipment details for import.
| Warning | ||
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Do not change the template sheet names as well as the column names as that will cause the import process to become unsuccessful. |
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