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Use our templates to import your existing data and get your AroFlo site up and running faster.

Certain areas allow you to do this yourself by using AroFlo's Bulk Data Import feature. Any template can also be sent to our team for assistance.

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


What do you want to import?

Tabs with a green icon include templates that you can import using AroFlo's Bulk Data Import feature.

When bulk importing data into AroFlo, please be aware of our recommended data limits.

  File Modified
Microsoft Excel Sheet Asset Import Template.xls Jul 30, 2020 by Peter Vojtech


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.

For more information about asset fields, refer to Create an Asset

You can import extra fields (known as custom fields) with this template. Learn more here.

Field

Definitions

Asset NameThis is the primary identifier for the asset. (Required Field)
CategoryAsset Category (Required Field). Asset categories are used to organise your assets.
Asset Type (CSV)

Asset Types let you specify which custom fields should appear on which asset cards.

You can include multiple asset types as comma separated values.

Bar CodeUsed for recording the details of a bar code. This can be used to find assets in the Field interface using Barcode Scanning.

Client Name

Client that has the asset. The business name as per your client list. If blank, it will be assigned to the Business Unit.

This field will only appear in the bulk import feature if no client is set in Manage > Assets.

Customer ID

Any internal reference number that the client uses for this asset.

Location Name

Address where the asset is located. When the client has multiple locations.

Manufacturer

Company that manufactured asset
Model No.Specific model number or product code for this asset.
NoteNotes about an asset. This information can be viewed in both Office and Field.

Order Code

An order code for purchasing.

Serial Number

The serial number of an asset.

Supplier

The supplier an asset was purchased from.

Cost

Original cost of an asset

Quantity

Record the quantity of assets if part of a collection of assets to help identify the grouping.

ODO

Current odometer reading of Asset (if a vehicle)

ODO Type

The unit of measure for the odometer reading.

Import values

This column can have the values 'Count', 'Cycles', 'Hrs', 'Kms' or 'Miles'

If any other value is imported, the type will display as 'N/A' in AroFlo.


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.

You can import extra fields (known as custom fields) with this template. Learn more here.

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


Contact our team and send the file to us.

Please enter Username OR Client name OR Supplier Name for a single row in the template.

Enter multiple rows for multiple certifications. Example: If a first aid certification is held by two people and required by one client, it would appear as three rows in the template.

Field

Definitions

CategoryUsed to organise certification types. Like a top level folder or group. (Required Field)
Sub Category 1Used to organise certification types. Like a second level folder or group.
Sub Category 2Used to organise certification types. Like a third level folder or group.
Certification Type
The certificate, qualification or licence. For example: 'Construction Induction', 'First Aid Certificate' or 'Driver Licence'. (Required Field)
Valid From

The date this certification was issued (users and suppliers only)

Valid ToThe date this certification expires (users and suppliers only)
Username

The user holding this certification

Import values

User names must be exactly as they appear in AroFlo.

Identification

The unique identification number on the certification or licence (users and suppliers only).

DetailsAny other details related to this certification (users and suppliers only).
Client Name

The client that requires this certification

Import values

Company names must be exactly as they appear in AroFlo.

Supplier Name

The supplier (such as a contractor) that holds this certification

Import values

Company names must be exactly as they appear in AroFlo.

Expiry Alert?

When you enable a Certificate Expiry Alert, AroFlo will check each day for any certificates that are due to expire within the next week.

Import values

Enter 1 for Yes, 0 or nothing for No

FieldDefinitions
CategoryUsed to organise risk templates. Like a top level folder or group. (Required Field)
TaskThe name of the task or procedure. (Required Field)
CloseRequired

Check this option to prevent task closure if the form is incomplete. Must be same for a single task. (Required Field)

Import values

To prevent task closure enter '1'. Otherwise enter '0'.

SigRequired

Check this option to prevent closure of the form if it has not been signed off. Must be same for a single task. (Required Field)

Import values

To prevent task closure enter '1'. Otherwise enter '0'.

Contractor Access

Check this option to allow contractors to access this form. Must be same for a single task. (Required Field)

Import values

To enable access enter '1'. Otherwise enter '0'.

ChecklistLabels

User defined checklist labels for checklist items, e.g. Pass, Fail, N/A. Must be same for a single task. (Required Field)

Import values

Three values separated by commas. Example: Pass,Fail,N/A

Activity

Activity in the task (Required Field)


Risk

What is the risk (Required Field)


RiskSeverity

Severity. These should correlate with numbers set up before sending AroFlo this template. (Required Field)

Import values

A number greater than zero (0)

RiskFrequency

Frequency. These should correlate with numbers set up before sending AroFlo this template. (Required Field)

Import values

A number greater than zero (0)

Risk LevelCalculated column (Severity X Frequency). Do not enter this value.
ControlControl to mitigate risk. (Required Field)
ChecklistChecklist items. (Required Field)
RiskMatrixName of the Risk Matrix that is setup in site admin. This matrix contains the Frequency and Severity settings. (Required Field)


Contact our team and send the file to us.

You can import extra fields (known as custom fields) with this template.

Field

Definitions

Client or Supplier Name

Client or Supplier business name as per your client/supplier list. (Required Field)

Import values

Company names must be exactly as they appear in AroFlo.

First Name

First name of your contact person

If blank, 'Accounts' will be inserted

Last Name

Last name of your contact person

If blank, 'Payable' will be inserted

Position

Position of the contact

Ensure the positions are created in Site Administration before the import.

Location Name

Contact location name (e.g. Level 8 Building 1)

Location Address

Contact location street address (No. and street)

City

Contact location suburb

StateContact location state

Postcode

Contact location postcode

Country

Contact location country

GPS - Latitude

GPS Coordinates - Latitude

GPS - Longitude

GPS Coordinates - Longitude

ContactIf you do not have First name / Last name in separate columns, this field can be used and will be split on the last space and imported.

Email

Contact person's email address

Fax

Contact primary fax number

Mobile Phone

Contact person's mobile phone number

Phone

Contact person's phone number


Contact our team and send the file to us.

Field

Definitions

Type

There are six different types of description templates that can be inserted into AroFlo, this field will determine were the description will be available. (Required Field)

Import values

  • Quote Description
  • Task Description
  • Labour Note Description
  • Invoice Description
  • Invoice Line Item Description
  • Exclusions Description
Main CategoryUsed to organise description templates. Like a top level folder or group. (Required Field)
Sub Category 1Used to organise description templates. Like a second level folder or group.
Sub Category 2Used to organise description templates. Like a third level folder or group.
NameName of the description template. An internal short description. (Required Field)
Description

Content of the description template.

Text or HTML

Description templates can be created in text or HTML format. Select HTML if you need to use bullet points, bold / coloured fonts, paragraphs (show carriage returns) or tables.


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.

Simple Pricing is the easiest way to set pricing for individual inventory items. It will apply the same cost and sell settings to Quotes, Tasks and Invoices.

Detailed pricing allows you to set different sell pricing for Quotes, Tasks and Invoices, so that the inventory item can be sold at a different price in each scenario. Detailed pricing also allows you to record a unit rate for quotes (the typical number of hours to install an item).

Learn more.

Field

Definitions

Category - Main

Inventory category or grouping / folder (Required field)

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 (Required field)

Manufacturer

Company who manufactures item

Identifier

Secondary identifier e.g. warehouse or storage location number

Unit Type

Unit type that item is consumed/sold

Import values

Any value can be imported. AroFlo also includes pre-defined values . The unit type 'EA' (Each) will be applied if the unit type is blank.

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

Import values

This column can have the value '1' if the item is an SOR item,

If any other value is imported, the item will not be an SOR item in AroFlo.

Cost Price (ex GST)

Cost of item. Used to record the true cost of the item, i.e. what you paid for it.

Calculated Cost Type

This field takes figures from your purchase orders and uses them as a basis for your markup calculations.

Import values

This column can have the following values: 'none ', 'max ', 'last ', 'avg ' or 'set '

If any other value is imported, the type will display as '--' (i.e. None) in AroFlo.

Calculated Cost (ex GST)

Calculated cost of item

Markup Type

Default Markup type.

Import values

This column can have the value 'Not Set', 'Cost + Markup ', 'Calculated Cost + Markup ', or 'Sell'.

If any other value is imported, the sell type will display as 'Not Set' in AroFlo.

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

Import values

Company names must be exactly as they appear in AroFlo.

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

Import values

Company names must be exactly as they appear in AroFlo.

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

Encoded Item Id

Used only when updating existing inventory.

All AroFlo Inventory items have a unique Encoded Item ID. If you export your inventory list with this field, you can then map this field during bulk import. AroFlo will know which inventory item to update.

Price Level Fields (Markup Percent or Sell Value)

If your items have multiple sell or markup values (price books), select an AroFlo Price Level to for the custom prices. Learn more.

Ensure the Price Levels are created in Site Administration before the import.

Update the related price levels?If you've already set up price levels for the item, you can use this feature to update them. Learn more.
If you want the price level to update, enter a '1' in the relevant item's cell.

Field

Definitions

Category - Main

Inventory category or grouping / folder (Required field)

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

Import values

Any value can be imported. AroFlo also includes pre-defined values . The unit type 'EA' (Each) will be applied if the unit type is blank.

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

Import values

This column can have the value '1' if the item is an SOR item,

If any other value is imported, the item will not be an SOR item in AroFlo.

Cost Price (ex GST)

Cost of item. Used to record the true cost of the item, i.e. what you paid for it.

Calculated Cost Type

This field takes figures from your purchase orders and uses them as a basis for your markup calculations.

Import values

This column can have the following values: 'none ', 'max ', 'last ', 'avg ' or 'set '

If any other value is imported, the type will display as '--' (i.e. None) in AroFlo.

Calculated Cost (ex GST)

Calculated cost of item

Quote Markup Type

Default Markup type for quotes.

Import values

This column can have the value 'Not Set', 'Cost + Markup ', 'Calculated Cost + Markup ', or 'Sell'.

If any other value is imported, the sell type will display as 'Not Set' in AroFlo.

Quote Markup Percent or Quote Sell Value

Percentage for Markup or Sell value for Quotes

Unit Rate

The time taken (in hours) to install a material item.

Labour Line Markup

If you add a percentage markup to labour, this can be entered here.

Task Markup Type

Default Markup type for tasks (do and charge work).

Import values

This column can have the value 'Not Set', 'Cost + Markup ', 'Calculated Cost + Markup ', or 'Sell'.

If any other value is imported, the sell type will display as 'Not Set' in AroFlo.

Task Markup Percent or Task Sell Value

Percentage for Markup or Sell value for Tasks

Invoice Markup Type

Default Markup type for invoices (over the counter sales).

Import values

This column can have the value 'Not Set', 'Cost + Markup ', 'Calculated Cost + Markup ', or 'Sell'.

If any other value is imported, the sell type will display as 'Not Set' in AroFlo.

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

Import values

Company names must be exactly as they appear in AroFlo.

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

Import values

Company names must be exactly as they appear in AroFlo.

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


There are three types of inventory lists you can create:

  • Task-specific lists: all the items required for a task are listed, and you can select all or just some of them when adding them to a quote or task.
  • Assemblies: all of the items required for a task are listed and are locked together. You select the whole assembly to add it to a quote or task.
  • (Schedule of Rates) lists: can include inventory items and labour, for invoicing goods or services at a specific price.

Contact our team and send the file to us.

Before we can import inventory lists...

  • Ensure you have had a training session on inventory lists before using these templates.

  • Your inventory items will need to be in AroFlo before importing list templates. Inventory lists are designed to 'group / link' existing inventory items.


Field

Definitions

Task List Category

Inventory category or grouping / folder (Required field)

Task List Sub Category

Sub category (if applicable)

Task List Sub Category

Sub sub category (if applicable)

Assembly Name

Name or description of the list / kit of items. This name will be what users choose when adding assemblies to tasks. It should clearly reference the type of work being performed. Up to 255 characters. (Required field)

Part Number / Order Code

Part number of an item in your inventory which is part of this assembly.

Import values

Part numbers must be exactly as they appear in AroFlo. If you do not use part numbers, please enter the description exactly as it appears in AroFlo.

  • If your inventory item part numbers are not unique, there may be errors when we import the templates.
  • If you do not use part numbers, please enter the description exactly as it appears in AroFlo. We can send you a list in Excel if required.
  • If a part number or description does not match an item in your inventory, the import item will be skipped.

Description

Description of an item in your inventory which is part of this assembly.

Not required if the partnumber/ordercode exactly matches an item in your inventory.

Cost

Cost of item (if it's different to the cost found on the existing inventory item).

If ' Use Inventory Pricing' is set to yes (last column) then:

  • this value can be blank and the existing inventory cost will be used.
  • this value will be ignored if it does have data.

Sell

Sell value of item (if it's different to the value found on the existing inventory item).

If ' Use Inventory Pricing' is set to yes (last column) then:

  • this value can be blank and the existing inventory sell value will be used.
  • this value will be ignored if it does have data.
QuantityHow many of these inventory items are part of this assembly? If no value is listed, AroFlo will insert '1'.
Labour Rate

The time taken (in hours) to install a single item.

If ' Use Inventory Pricing' is set to yes (last column) then:

  • this value can be blank and the existing inventory cost will be used.
  • this value will be ignored if it does have data.
Update inventory pricing?

If you want items in this assembly to use existing inventory pricing, enter '1'.

Otherwise enter 0 or leave the field blank to use the values found in cost, sell and labour rate. If any of these are found to be blank, existing item pricing will be used for the related item.

Field

Definitions

Task List Category

Inventory category or grouping / folder. Up to 100 characters. (Required field)

Task List Sub Category One

Sub category (if applicable)

Task List Sub Category Two

Sub sub category (if applicable)

SOR List Name

Name or description of the goods or service (e.g. 'Hot water service promotions'). This name will be what users choose when adding SOR lists. It should clearly reference the service being offered. Up to 255 characters. (Required field)

Part Number / Order Code

Part number of the SOR inventory item which will be part of this SOR List.

Import values

Part numbers must be exactly as they appear in AroFlo. If you do not use part numbers, please enter the description exactly as it appears in AroFlo.

  • If your inventory item part numbers are not unique, there may be errors when we import the templates.
  • If you do not use part numbers, please enter the description exactly as it appears in AroFlo. We can send you a list in Excel if required.
  • If a part number or description does not match an item in your inventory, the import item will be skipped.

Description

Description of the SOR inventory item which will be part of this SOR List.

Not required if the partnumber/ordercode exactly matches an item in your inventory.

SOR list price level

Fixed sell value (ex. GST)

Fixed sell value (ex. GST) for the related SOR list price level.

  • Blank prices are accepted, but do not use $0 unless that is the actual sell price.
  • Before creating an SOR list, you will need to set up the SOR list price levels in Site Administration.

Field

Definitions

Task List Category

Inventory category or grouping / folder (Required field)

Task List Sub Category

Sub category (if applicable)

Task List Sub Category

Sub sub category (if applicable)

Task Specific List Name

Name or description of the list / kit of items. This name will be what users choose when adding the list to a task. It should clearly reference the type of items included. Up to 255 characters. (Required field)

Part Number / Order Code

Part number of an item in your inventory which is part of this task list.

Import values

Part numbers must be exactly as they appear in AroFlo. If you do not use part numbers, please enter the description exactly as it appears in AroFlo.

  • If your inventory item part numbers are not unique, there may be errors when we import the templates.
  • If you do not use part numbers, please enter the description exactly as it appears in AroFlo. We can send you a list in Excel if required.
  • If a part number or description does not match an item in your inventory, the import item will be skipped.

Description

Description of an item in your inventory which is part of this task list.

Not required if the partnumber/ordercode exactly matches an item in your inventory.


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.

You can import extra fields (known as custom fields) with this template. Learn more here.

Field

Definitions

Client or Supplier Name

Client or Supplier business name as per your client/supplier list. (Required Field)

Import values

Company names must be exactly as they appear in AroFlo.

Location / Address 1

The site or location name (e.g. Level 8 Building 1) (Required Field)

Address 2

Location street address (No. and street)

Suburb / Town

Location suburb

State / Region

Location state

Postcode

Location postcode

Country

Location country

SiteContact

Main contact person's name

SitePhone

Main phone number

SiteEmail

Main email address

NotesA generic message which appears on the location card
GPS - LatitudeGPS Coordinates - Latitude
GPS - LongitudeGPS Coordinates - Longitude


Contact our team and send the file to us.

Notes for this template:

  • Fields that have 'must be exactly as it appears in AroFlo' means exactly that. A single space can cause errors. Please use our reports to retrieve this data.
  • If AroFlo cannot find a match on any values, periodics will not be imported and AroFlo will return the template to you for correction.
  • Please leave non-required fields BLANK if not needed.
  • Checklists will be added according to the task type linked in Site Administration.
  • This template does not currently support import of schedules, multiple assets (per periodic) or ODO readings.

Field

Definitions

Client

Client business name as per your client/supplier list (Required Field).

Import values

Company names must be exactly as they appear in AroFlo.
Location

Address where the periodic task is located. When the client has multiple locations.

Import values

Location names must be exactly as they appear in AroFlo.
Asset

A primary asset linked to the periodic task. This template only supports a single asset.

Import values

Asset names must be exactly as they appear in AroFlo.
Task

The task identification or recurring job name.

If not provided the location or client address will be used

Description

Details of recurring work.

Up to 2000 characters. Plain text or HTML.

Task Type

Task Types are used to define the different types of work your business performs, e.g. Installation, Service, Maintenance. (Required Field).

Ensure the Task Types are created in Site Administration before the import.

Checklists

Checklists will be added according to the task type linked in Site Admin.

Contact Name

Used for recording the contact who requested the work.

Import values

Contact names must be exactly as they appear in AroFlo.

Contact Phone

Reported by contact phone number

Due Date

Due date of task. This will be the same as the Baseline Date (Required Field).

About the Baseline Date

The Baseline Date drives the generation of all instances of the periodic task and allows for necessary variations (e.g. weekends, short months).

Frequency

Frequency determines when each instance of a periodic task will be generated. (Required Field).

Import values

Frequencies must be exactly as they appear in AroFlo. You can view and create these in Site Administration before the import.

Priority

This field is used to set a priority level for the job.

Priorities must be exactly as they appear in AroFlo. Use the 'Priority No.' field and not the 'short description'. Refer to settings in Site Administration before the import.

Cust ON

Customer order number

StartDateUsed to record the start date of a contract (if applicable).
ReviewDateUsed to record the review date of a contract (if applicable).
ExpiryDate

Used to record the expiry date of a contract (if applicable).

  • If you enter an expiry date, the periodic template will not generate any tasks after that date.
  • If you leave the expiry date field blank, the periodic template will generate tasks indefinitely.
AssignTo

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

Import values

Usernames must be exactly as they appear in AroFlo.

Multiple entries

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

Project

Project name

Import values

Project names must be exactly as they appear in AroFlo.

Stage

Project stage name

Import values

Project stage names must be exactly as they appear in AroFlo.

Notes for this template:

  • If values are entered in the Cost and Markup boxes, then the Sell column will be ignored.
  • If the Ref/OrderCode field matches an item in your inventory, it will be directly linked to that item. If this occurs, we will not import any details in the cost/markup/sell columns for those items. The import will use the values set against the actual inventory item.
  • Fields that have 'must be exactly as it appears in AroFlo' means exactly that. A single space can cause errors. Please use our reports to retrieve this data.
  • If AroFlo cannot find a match on any values, periodics will not be imported and AroFlo will return the template to you for correction.
  • Please leave non-required fields BLANK if not needed.

Field

Definitions

Client

Client business name as per your client/supplier list (Required Field).

Import values

Company names must be exactly as they appear in AroFlo.
Location

Address where the periodic task is located. When the client has multiple locations.

Import values

Location names must be exactly as they appear in AroFlo.

Cust ON

Customer order number

Invoice DateThe next due date of this invoice. Must be a future date. Required field.
Frequency

Frequency determines when each periodic invoice will be generated. (Required Field).

Import values

Frequencies must be exactly as they appear in AroFlo. You can view and create these in Site Administration before the import.

Auto Email on Generation

Set whether AroFlo should automatically email the client when invoice is generated

Import values

  • No
  • Yes - Individual
  • Yes - Group by client
Invoice Description

Details of recurring invoice.

Up to 2000 characters. Plain text or HTML.

Ref/OrderCode

Line item reference or order number (optional).

If the Ref/OrderCode field matches an item in your inventory, it will be directly linked to that item. If this occurs, we will not import any details in the cost/markup/sell columns for those items. The import will use the values set against the actual inventory item.

Item DescriptionLine item description. Required field.
QtyLine item quantity to be invoiced. Required field.
Type

Type of line item. Labour, material, freight or expense. Required field.

Import values

  • Lab
  • Mat
  • Fre
  • Exp
CostLine item cost (blank = $0.00)
MarkupLine item markup percentage
Sell

Line item sell value (blank = $0.00)

If values are entered in the Cost and Markup fields, then the Sell column will be ignored.

DiscountLine item discount percentage (if applicable).
TaxOptional. Default BU Tax code will be used if not specified. (Default is typically Ex. GST)
Tax Inc.

If line item is tax inclusive.

Import values

  • Yes
  • No (used if field is blank)
Generated Invoice Status

Status of the invoice that is generated

Import values

  • In Progress (used if field is blank)
  • Pending Approval
  • Approved


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

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)

Import values

This column can have the values mat, material, lab, labor or labour.

If the field contains any other value (including blank), the type will import as mat (material)

Value

Item cost

Markup

Markup percentage


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.

You can import extra fields (known as custom fields) with this template. Learn more here.

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

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 > Supplier. Check the 'Terms' drop-down menu to see the options available.


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.

Import values

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.

Import values

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.

Import values

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 Import Template.xls Jul 28, 2020 by Peter Vojtech


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

You can import extra fields (known as custom fields) with this template. Learn more here.

Field

Definitions

Client

Company/Business name as per your client list

Import values

Company names must be exactly as they appear in AroFlo.

Task

The task identification or job name.

Task Type

Task Types are used to define the different types of work your business performs, e.g. Installation, Service, Maintenance.

Ensure the Task Types are created in Site Administration before the import.

Asset

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

Import values

This is the Asset name. They must be exactly as they appear in AroFlo.

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

Import values

Location names must be exactly as they appear in AroFlo.

Priority

This field is used to set a priority level for the job.

Ensure these are created in Site Administration before the import.

Project

Project name

Import values

Project names must be exactly as they appear in AroFlo.

Stage

Project stage name

Import values

Project stage names must be exactly as they appear in AroFlo.

Contact Name

Used for recording the contact who requested the work.

Import values

Contact names must be exactly as they appear in AroFlo.

Contact Phone

Reported by contact phone number

Description

Details of task

Due_Date

Due date of task

Requested_DateRequested date of task

  File Modified
Microsoft Excel Sheet User Import Template.xls Aug 12, 2020 by Peter Vojtech


Contact our team and send the file to us.

Field

Definitions

Given NamesFirst name. Required field.
Surname
Last name. Required field.
User Name

A username used to login to AroFlo (min. 4 - max. 36 characters). If blank, a user name will be generated.

Special characters such as @ # $ % [ ] " ' - are accepted, which allows for email addresses to be used as a username.

Phone, Fax, Mobile, Email Address, Alternative Email Address

Enter contact details. Mobile and email address are used for system-generated notifications.
Position

Select an appropriate position

Ensure these are created in Site Administration before the import.

Address Line 1, Address Line 2,

City, State, Postcode, Country

Enter user's address details.
Hrly Cost Rate

Record the user's hourly cost rate for calculating profit and loss.

Overhead RateRecord additional costs which are only used during normal time. This is commonly used to include operational costs with the user's hourly rate (e.g. mobile phone or car leasing costs) for calculating profit and loss.
Permission Group

Permission groups allow you to control what users can see and do in AroFlo. You can create permission groups based on staff roles or responsibilities and assign users via their user profile.

AroFlo features three pre-built permission groups that are suitable for office and field staff.

Import values

This column can have the values

  • Management
  • Supervisor
  • Worker

Custom permission groups can also be included. These must be created in Site Administration prior to the import.

Labour Visibility

Control the user's visibility of price information for labour.

Import values

This column can have the values

  • Show No Pricing
  • Show Cost
  • Show Charge
  • Show All
Material and Expense Visibility

Control the user's visibility of price information for material and expenses.

Import values

This column can have the values

  • Show No Pricing
  • Show Cost
  • Show Max Cost
  • Show All

Field Default Task Page Filter

Set the default filter that controls the task list landing page in the Field interface.

Import values

This column can have the values

  • Remember Last Used
  • My Tasks
  • Open
  • All
  • Scheduled (Default)
  • Picklist
  • Due Date
  • Closed
  • Projects
Edit Task Notes

Select if the user can edit all task notes or just their own.

Import values

This column can have the values

  • All Task Notes
  • My Task Notes
Quote Pricing Visibility

Control the user's quote pricing visibility by selecting one of the following options (for Worker and Supervisor users only)

Import values

This column can have the values

  • No pricing
  • Line Items
  • Overall Totals
  • All
Individual Calendar Settings per Business Unit

For sites with multiple business units: check the box to allow the user to have different calendar settings (including resources) based on the selected business unit.

Import values

This column can have the values

  • Yes
  • No
Default Field Schedule Event Type Filter

Sets the default event view when viewing the Schedule from Field. Default is Task Schedules.

Import values

This column can have the values

  • Task Schedules (default)
  • Task Timesheets
  • No labels