• Client and supplier contacts.
• Inventory data provided by your preferred suppliers.
• Asset registers that you currently use, or which you've exported from another system.

Please refer to the following help pages for guidelines and templates for preparing your data:

• Import Clients and Suppliers
• Import Inventory Data
• Import Templates

You can do this yourself, quickly and easily, using our Getting Started Assistant or bulk import feature.

Otherwise, we will send you a request for this information once we have consulted with you about your business requirements. You can then send the files to us.

Work order email imports can be set up for any number of clients.

If your client changes the format of their work order, please notify our Customer Service team. The import settings are unique to the original work order format and any changes will result in a new work order set-up.

1. Send us a support request and include the following details:
   • The name of the client sending the work orders exactly as it appears in AroFlo.
   • The domain where work orders come from (e.g. "@aroflo.com.au", "@hotmail.com")
   • The user in AroFlo (user's name) that should be notified on import of success or failure.
   • The default Task Type the automated task should be assigned to.
   • If you have multiple business units, please nominate the Business Unit the automated task should be assigned to.
      
2. Attach a minimum of 4 samples of the work order email and attachments. These should include:
   • Samples with different location details (if applicable).
   • Samples with multiple pages.
   • Any other attachments that are included in the emails.
   • The body of the email that has the attachments.

Work orders must be one of the following file types: PDF, CSV, TXT, RTF, DOC, DOCX or part of the email body.

To ensure the maximum number of fields are captured when importing, please use the following format for the email body:

Task Description: (This is the task identifier in AroFlo - usually the job address)
Task Type:
Cust Order Number:
Due Date: (Please use a consistent format. Best is: yyyy-mm-dd. Avoid using American format.)
Priority: (If you use this, please ensure the priority descriptions are the same as you have set up in AroFlo)ntact Name:
Contact Phone:ocation: (Job address - may be the same as task description)
Location Phone: (Location contact)
Job Description:
Note1: (These will be notes on the task)
Note2:
Note3: