Importing Data Into Maintenance Pro

In this article:
Overview
Remove Existing Sample Data
CSV Import Instructions
Manage Imports

Overview

Instead of manually entering records into Maintenance Pro, users have the option to import data using the CSV import process. Data can be imported using the instructions provided below or seek assistance by contacting support@mtcpro.com

Data that can be imported:

Employee Lists
Equipment Lists
Inventory / Parts Lists
Vendor Lists
Maintenance Templates

Sample Import Templates

Download sample CSV import templates using the links below:

The following information can also be imported via CSV, by sending a sample file first in order to configure the import settings:

Fuel Transactions (unit #, date, meter reading, volume, unit price, vendor name, state)

Meter Updates (unit #, date, meter reading 1, meter reading 2)

Desktop Software Migration Assistance

For users migrating from a desktop application, contact support@mtcpro.com for assistance with data import. A backup .zip file of the existing database must be provided to import the data into Maintenance Pro.

Remove Existing Sample Data

When a Maintenance Pro account is first created, sample equipment and parts will be provided to help to experiment with the program. These sample records can be removed from the system to ensure that only actual equipment, parts, etc., are present in the account.

To remove sample data, click the gear on the top right and go to Organization Profile.

Click the button to Remove Sample Data on the top left.

CSV Import Instructions

First, ensure the CSV templates listed in the Overview section have been downloaded and completed. To start the import process, click the cloud icon and select the type of data to import.

The next screen will display results from the CSV file. Use the provided dropdown menus to specify the data type for each column.

After all required columns have been specified, select Start to begin the data import process.

The system will initially display a Processing status, which will change to Complete once the import finishes. Any errors encountered during the import will be reported.

Note:
Import processing runs in the background and does not require remaining on the screen. The system will continue processing the file while other areas of the program are used. To check the status of a previous import, click the cloud icon in the top-right corner and select Manage.

The following illustrates an example of a successful import:

Manage Imports

To view previous imports, click the cloud icon with the upward arrow and select Manage.

This screen allows viewing of all previously performed imports.

Select any import row to view its details.

Maintenance Pro allows imports to be reversed within 72 hours using the Undo Import button. This removes all records from the selected import, which is useful if a column was missed or incorrect values were imported. The import can then be corrected and re-imported as needed.