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You can use the following templates to prepare your data for uploading via AroFlo's bulk import tool.

Using custom fields? Take a look here at which import areas support this.

Within the templates, the column headers with bold font indicate mandatory fields. You must enter a value into these fields to ensure a successful import.

What do you want to import?


  File Modified
Microsoft Excel Sheet Asset List for Import.xls Oct 18, 2018 by Shannon Walsh


 How do I import this data?

You can do this yourself, quickly and easily, using our bulk import feature.

Alternatively you can also contact our team and send the file to us.

 Learn about Asset fields...

Field

Definitions

Category

Asset Category

Client

Client business name as per your client list

Locations

Address at which the Asset is located

Asset_Name

Name of Asset

OrderCode

Purchasing order code

ModelNo

Asset model number

serialNumber

Asset serial number

Manufacturer

Company who manufactured Asset

Supplier

Which supplier Asset was purchased from

BarCode

Barcode details associated with the Asset

Quantity

Quantity of Assets

Cost

Original cost of Asset

ODO

Current odometer reading of Asset (if vehicle)

ODOType

Unit of measure for odometer reading


 How do I import this data?

You can do this yourself, quickly and easily, using our bulk import: client and supplier instructions.

Alternatively you can also contact our team and send the file to us.

 Learn about Client fields...
The client and supplier fields listed below can be imported into AroFlo.
  • Any headings in your file do not have to match the field name we have in AroFlo. (E.g. Your file may have 'given name' and AroFlo has 'first name')
  • If a field you require is not shown, you can add custom fields in AroFlo before starting your import.

Field

Definition

Client / Supplier Name

Company/Business name. *This is a required field

Primary Contact First Name

First name of your contact person at that business. *This is a required field

Primary Contact Last Name

Last name of your contact person at that business. *This is a required field

ABN

Client's ABN

Client Note

A generic message which appears on the client card e.g. 'Ensure invoices are sent to accounts'

Client Short Name

Short name for client (max. 6 characters)

Email

Primary contact person's email address

Fax

Client's primary fax number

Mobile Phone

Primary contact person's mobile phone number

Parent Client

Name of the Parent Client (if applicable) n.b. this client will be added as a Child Client

Phone

Primary contact person's phone number

Terms Note

Information relating to client's trading terms

Transaction Terms

Transaction terms for this client as per Site Admin (e.g. 30 Days)

Import values

Check how AroFlo formats this data by going to Create > Client. Check the 'Terms' drop-down menu to see the options available.

Website

Client's primary website

City

Client's location suburb

Company Address

Client's location street address (No. and street)

Company Location Name

Client's location name (e.g. Level 8 Building 1)

Country

Client's location country

Postcode

Client's location postcode

State

Client's location state

GPS - Latitude

GPS Coordinates - Latitude

GPS - Longitude

GPS Coordinates - Longitude

Is Individual?

A checkbox to specify if your client is an individual (e.g. domestic work for a home owner)

Import values

The Individual field can have the values '1', 'yes', 'y', 't', 'true', 'on', 'checked', 'filled', or 'individual'.

Mailing Address

Client's mailing street address (No. and street or PO Box)

Mailing City

Client's mailing suburb

Mailing Country

Client's mailing country

Mailing Location Name

Client's mailing location name (e.g. Level 8 Building 1)

Mailing Postcode

Client's mailing postcode

Mailing State

Client's mailing state


 How do I import this data?

You can do this yourself, quickly and easily, using our bulk import feature. You can also update inventory pricing using bulk import.

Alternatively you can also contact our team and send the file to us.

 Learn about Inventory - simple pricing fields...

Field

Definitions

Category - Main

Inventory category item falls within

Category - Second Level

Sub category (if applicable)

Category - Third Level

Sub sub category (if applicable)

Part Number / Order Code

Preferred supplier's part number, or assign your own

Item Description

Primary identifier of the item

Manufacturer

Company who manufactures item

Identifier

Secondary identifier e.g. warehouse or storage location number

Unit Type

Unit type that item is consumed/sold e.g. each, m, cm, box, pack, kg

Unit of Measure

Quantity of items as purchased e.g: 1 = single unit, 10 = box of 10

Quantity

Enter current quantity of stock on hand

Is SoR?

Flags the item as an SOR item for flat rate items/fixed price quotes

Cost Price (ex GST)

Cost of item

Calculated Cost Type

Choose from: None, Max, Avg, Last, Set

Calculated Cost (ex GST)

Calculated cost of item

Sell Type

Default Markup type. Choose from: Cost + Markup, Calculated Cost + Markup, Sell

Markup Percent or Sell Value

Percentage for Markup or Sell value

Business Unit Alert

Stock alert levels quantity for Business Unit

User Alert

Stock alert levels quantity for Users

Custom Holder Alert

Stock alert levels quantity for Custom Holders

Barcode 1

Primary barcode

Barcode 2

Secondary barcode

Barcode 3

Tertiary barcode

Preferred Supplier - Name

Name of preferred supplier

Preferred Supplier - Part No.

Preferred supplier's part number

Preferred Supplier - Item Description

Preferred supplier's item description

Preferred Supplier - Cost

Preferred supplier's cost

Additional Supplier - Name

Name of additional supplier

Additional Supplier - Part No.

Additional supplier's part number

Additional Supplier - Item Description

Additional supplier's item description

Additional Supplier - Cost

Additional supplier's cost

 Learn about Inventory - detailed pricing fields...

Field

Definitions

Category - Main

Inventory category item falls within

Category - Second Level

Sub category (if applicable)

Category - Third Level

Sub sub category (if applicable)

Part Number / Order Code

Preferred supplier's part number, or assign your own

Item Description

Primary identifier of the item

Manufacturer

Company who manufactures item

Identifier

Secondary identifier e.g. warehouse or storage location number

Unit Type

Unit type that item is consumed/sold e.g. each, m, cm, box, pack, kg

Unit of Measure

Quantity of items as purchased e.g: 1 = single unit, 10 = box of 10

Quantity

Enter current quantity of stock on hand

Is SoR?

Flags the item as an SOR item for flat rate items/fixed price quotes

Cost Price (ex GST)

Cost of item

Calculated Cost Type

Choose from: None, Max, Avg, Last, Set

Calculated Cost (ex GST)

Calculated cost of item

Quote Sell Type

Default Markup type for Quotes. Choose from: Cost + Markup, Calculated Cost + Markup, Sell

Quote Markup Percent or Quote Sell Value

Percentage for Markup or Sell value for Quotes

Unit Rate

Time taken (in hours)

Labour Line Markup

Percentage Markup to labour

Task Sell Type

Default Markup type for Tasks. Choose from: Cost + Markup, Calculated Cost + Markup, Sell

Task Markup Percent or Task Sell Value

Percentage for Markup or Sell value for Tasks

Invoice Sell Type

Default Markup type for Invoices. Choose from: Cost + Markup, Calculated Cost + Markup, Sell

Invoice Markup Percent or Invoice Sell Value

Percentage for Markup or Sell value for Invoices

Business Unit Alert

Stock alert levels quantity for Business Unit

User Alert

Stock alert levels quantity for Users

Custom Holder Alert

Stock alert levels quantity for Custom Holders

Barcode 1

Primary barcode

Barcode 2

Secondary barcode

Barcode 3

Tertiary barcode

Preferred Supplier - Name

Name of preferred supplier

Preferred Supplier - Part No.

Preferred supplier's part number

Preferred Supplier - Item Description

Preferred supplier's item description

Preferred Supplier - Cost

Preferred supplier's cost

Additional Supplier - Name

Name of additional supplier

Additional Supplier - Part No.

Additional supplier's part number

Additional Supplier - Item Description

Additional supplier's item description

Additional Supplier - Cost

Additional supplier's cost


 How do I import this data?

You can do this yourself, quickly and easily, using our bulk import feature.

Alternatively you can also contact our team and send the file to us.

 Learn about Location fields...

Field

Definitions

Client or Supplier Name

Client or Supplier business name as per your client/supplier list

Location

Location name (e.g. Level 8 Building 1)

Address

Location street address (No. and street)

Suburb

Location suburb

State

Location state

Postcode

Location postcode

Country

Location country

SiteContact

Main contact person's name

SitePhone

Main phone number

SiteEmail

Main email address


 How do I import this data?

You can do this yourself, quickly and easily, using our bulk import: detailed quotes instructions.

 Learn about Quote line items fields...

Field

Definitions

Item

Primary identifier of the item

Part No

Preferred supplier's part number, or assign your own

Qty

Quantity of items

Type (material or labour)

Type of item (Material or Labour)

Value

Item cost

Markup

Markup percentage


 How do I import this data?

You can do this yourself, quickly and easily, using our bulk import: client and supplier instructions.

Alternatively you can also contact our team and send the file to us.

 Learn about Supplier fields...

Field

Definitions

Supplier Name

Company/Business name

Primary Contact First Name

First name of your contact person at that business

Primary Contact Last Name

Last name of your contact person at that business

ABN

Supplier's ABN

Supplier Short Name

Short name for supplier (max. 6 characters)

Email

Primary contact person's email address

Fax

Supplier's primary fax number

Mobile Phone

Primary contact person's mobile phone number

Phone

Primary contact person's phone number

Transaction Terms

Website

Supplier's primary website

City

Supplier's location suburb

Company Address

Supplier's location street address (No. and street)

Company Location Name

Supplier's location name (e.g. Level 8 Building 1)

Country

Supplier's location country

Postcode

Supplier's location postcode

State

Supplier's location state

GPS - Latitude

GPS Coordinates - Latitude

GPS - Longitude

GPS Coordinates - Longitude

Has System Access?

Contractors can be set up with their own AroFlo logins to allow them to access and complete the tasks that you've assigned or scheduled to them.

This column can have the values '1', 'yes', 'y', 't', 'true', 'on', 'checked', 'filled', or 'access'.

If the supplier has no access use value '0', 'no' or leave the field blank

Is Contractor?

Used to identify the supplier as a 'Wholesaler' or 'Contractor'. Setting the type to 'Contractor' will allow you to assign tasks to the supplier.

This column can have the values '1', 'yes', 'y', 't', 'true', 'on', 'checked', 'filled', or 'contractor'.

If the supplier is a wholesaler, use value '0', 'no' or leave the field blank

Is Individual?

Mark this supplier as an individual? E.g. Individual contractors.

This column can have the values '1', 'yes', 'y', 't', 'true', 'on', 'checked', 'filled', or 'individual'.

If the supplier is not an individual and has a company name, use value '0', 'no' or leave the field blank

Mailing Address

Supplier's mailing street address (No. and street or PO Box)

Mailing City

Supplier's mailing suburb

Mailing Country

Supplier's mailing country

Mailing Location Name

Supplier's mailing location name (e.g. Level 8 Building 1)

Mailing Postcode

Supplier's mailing postcode

Mailing State

Supplier's mailing state

  File Modified
Microsoft Excel Sheet Task List for Import.xls May 08, 2020 by Raff Lagatta


 How do I import this data?

You can do this yourself, quickly and easily, using our bulk import feature.

 Learn about Task fields...

Field

Definitions

Client

Company/Business name as per your client list

Task

Task Identification

Task Type

Task type as per task type entries

Asset

Link a piece of equipment that is being worked on for this job

Assigned To

Who the task is assigned to (resource name(s) and/or business unit)

Multiple entries

Enter a comma between each entry to assign to multiple resources/business units.

Cust ON

Customer order number

Location

Location address of work site

Priority

Priority as per your current priority settings

Project

Project name

Stage

Project stage name

Contact Name

Reported by contact name

Contact Phone

Reported by contact phone number

Description

Details of task

Due_Date

Due date of task

Requested_DateRequested date of task

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