Import Templates

Learn how to use import templates to bulk import in AroFlo Office

Updated on March 12th, 2024

Table of Contents

Imports you can do yourself Imports we do for you

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.

Imports you can do yourself

Use these templates to import data using our Bulk Data Import feature.

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

Assets

	File
	Asset Import Template.xls

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...

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 Name	This is the primary identifier for the asset. (Required Field)
Category	Asset Category (Required Field). Asset categories are used to organise your assets.
Category - Second Level	Subcategory (if applicable)
Category - Third Level	Sub subcategory (if applicable)
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.
Assigned Asset	Type the name of the business unit to assign it there automatically upon import.
Bar Code	Used 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 you want to include this field in your mapping and import assets to different clients, ensure you first set the Client filter to Set No Client, otherwise you won't be able to map this field and assets will be assigned to the Business Unit, or the client that you've selected.
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. Ensure you've first set up locations for your clients before using this field.
Manufacturer	Company that manufactured asset
Model No.	Specific model number or product code for this asset.
Note	Notes 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.
Service Action Group	The Service action group of the asset. See Service Actions Setup for more information.
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.

Field

Definitions

Asset Name

This is the primary identifier for the asset. (Required Field)

Category

Asset Category (Required Field). Asset categories are used to organise your assets.

Category - Second Level

Subcategory (if applicable)

Category - Third Level

Sub subcategory (if applicable)

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.

Assigned Asset

Type the name of the business unit to assign it there automatically upon import.

Bar Code

Used 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 you want to include this field in your mapping and import assets to different clients, ensure you first set the Client filter to Set No Client, otherwise you won't be able to map this field and assets will be assigned to the Business Unit, or the client that you've selected.

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.

Ensure you've first set up locations for your clients before using this field.

Manufacturer

Company that manufactured asset

Model No.

Specific model number or product code for this asset.

Note

Notes 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.

Service Action Group

The Service action group of the asset. See Service Actions Setup for more information.

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.

Clients

	File
	Client Import Template.xls

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...

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.

AroFlo comes with a pre-built Training Client and Training Supplier so you can see a completed client or supplier card for reference.

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

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)

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

Inventory

Files

Inventory Import Template - Simple Pricing.xls

Inventory Import Template - Detailed Pricing.xls

What is 'simple pricing' and 'detailed pricing'?

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.

Learn about Inventory - simple pricing fields...

Field	Definitions
Category - Main	Inventory category or grouping / folder (Required field)
Category - Second Level	Subcategory (if applicable)
Category - Third Level	Sub subcategory (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
Material Tracking Centre	The Tracking Centre of the item
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

Subcategory (if applicable)

Category - Third Level

Sub subcategory (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

Material Tracking Centre

The Tracking Centre of the item

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.

Learn about Inventory - detailed pricing fields...

Field	Definitions
Category - Main	Inventory categories or grouping / folder (Required field)
Category - Second Level	Subcategories (if applicable)
Category - Third Level	Subcategories (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
Material Tracking Centre	The Tracking Centre of the item
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	Simple and Detailed Pricing 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

Field

Definitions

Category - Main

Inventory categories or grouping / folder (Required field)

Category - Second Level

Subcategories (if applicable)

Category - Third Level

Subcategories (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

Material Tracking Centre

The Tracking Centre of the item

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

Simple and Detailed Pricing 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

Locations

	File
	Location Import Template.xls

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...

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

Field	Definitions
Address 2	Location street address (No. and street)
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.
Country	Location country
GPS - Latitude	GPS Coordinates - Latitude
GPS - Longitude	GPS Coordinates - Longitude
Location / Address 1	The site or location name (e.g. Level 8 Building 1) (Required Field)
Notes	A generic message which appears on the location card
Postcode	Location postcode
SiteContact	Main contact person's name
SiteEmail	Main email address
SitePhone	Main phone number
State / Region	Location state
Suburb / Town	Location suburb

Field

Definitions

Address 2

Location street address (No. and street)

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.

Country

Location country

GPS - Latitude

GPS Coordinates - Latitude

GPS - Longitude

GPS Coordinates - Longitude

Location / Address 1

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

Notes

A generic message which appears on the location card

Postcode

Location postcode

SiteContact

Main contact person's name

SiteEmail

Main email address

SitePhone

Main phone number

State / Region

Location state

Suburb / Town

Location suburb

Quote line items

File

Detailed Quote Import Template.xls

Quote Line Items Import Template.xls

How do I import this data?

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

Our Quote Line Items template includes the essential quote line item fields.

If you need more flexibility, use the Detailed Quote Import Template.

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) 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

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

Learn about Detailed Quote fields...

Field	Definitions
BOM Level	Defines ‘building’ an assembly using the following switches. Entering 1 into this field defines the header of an assembly, while entering 2 into this field defines each item within that assembly. Regular line items can be left blank.
Markup Percentage	The markup percentage for the line item.
Markup Percentage (Inline Labour)	This value is used when setting individual labour rates on a material line item. This is the labour markup on the line item. It's found behind the icon (beside the Hrs heading) on the Quote Worksheet.
Quantity	Quantity of items
Unit Labour	This is the UR (Unit Rate). A way of charging for labour on a material item. This could be the time taken to install each material item. Measured in hours.
Is Approved	A checkbox for an optional item that has been approved (i.e. ticked).
Is Optional	A checkbox that can be used to indicate that the line item is optional. Optional items are not included in the Quote Total until they are selected (i.e. the checkbox is ticked). See Quote Option Groups for more information on making quote line items optional. Import values This column can have the value '1' if the item is optional, If any other value is imported, the item is not optional and will be included in the total.
Line Item Name	The primary identifier of the item, e.g. the item name.
Part No	Preferred supplier's part number, or assign your own
TakeOff Sheet Name	The name of the TakeOff sheet. What is a Takeoff Sheet? A 'Takeoff Sheet' is used to breakdown a large job into specific part(s) or phases. For example, takeoff sheets could be the levels of a building (Basement, Level 1, Level 2) or the phases of a renovation such as foundations, external, internal, etc. When a detailed quote is converted to a project, the takeoff sheets are used to created the s tages within the project.
Tax Code	Enter the default values of GST or FRE, or from any additional Tax Codes that have been set up for your business.
Tracking Centre	The Tracking Centre of the line item
Tracking Centre (Inline Labour)	This value is used when setting individual labour rates on a material line item. This is the tracking centre for that labour found behind the icon (beside the Hrs heading) on the Quote Worksheet.
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)
Unit of Measure	Quantity of items as purchased e.g: 1 = single unit, 10 = box of 10
Unit Cost	The item cost (also listed as 'Value'). Line item cost (blank = $0.00)
Unit Cost (Inline Labour)	This value is used when setting individual labour rates on a material line item. This is the hourly cost (also listed as 'Value') found behind the icon (beside the Hrs heading) on the Quote Worksheet.
Unit Sell	The line item sell value (blank = $0.00) If values are entered in the Cost and Markup fields, then the Sell column will be ignored.

Field

Definitions

BOM Level

Defines ‘building’ an assembly using the following switches. Entering 1 into this field defines the header of an assembly, while entering 2 into this field defines each item within that assembly. Regular line items can be left blank.

Markup Percentage

The markup percentage for the line item.

Markup Percentage (Inline Labour)

This value is used when setting individual labour rates on a material line item.

This is the labour markup on the line item. It's found behind the icon (beside the Hrs heading) on the Quote Worksheet.

Quantity

Quantity of items

Unit Labour

This is the UR (Unit Rate). A way of charging for labour on a material item. This could be the time taken to install each material item. Measured in hours.

Is Approved

A checkbox for an optional item that has been approved (i.e. ticked).

Is Optional

A checkbox that can be used to indicate that the line item is optional. Optional items are not included in the Quote Total until they are selected (i.e. the checkbox is ticked).

See Quote Option Groups for more information on making quote line items optional.

Import values

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

If any other value is imported, the item is not optional and will be included in the total.

Line Item Name

The primary identifier of the item, e.g. the item name.

Part No

Preferred supplier's part number, or assign your own

TakeOff Sheet Name

The name of the TakeOff sheet.

What is a Takeoff Sheet?

A 'Takeoff Sheet' is used to breakdown a large job into specific part(s) or phases. For example, takeoff sheets could be the levels of a building (Basement, Level 1, Level 2) or the phases of a renovation such as foundations, external, internal, etc. When a detailed quote is converted to a project, the takeoff sheets are used to created the s tages within the project.

Tax Code

Enter the default values of GST or FRE, or from any additional Tax Codes that have been set up for your business.

Tracking Centre

The Tracking Centre of the line item

Tracking Centre (Inline Labour)

This value is used when setting individual labour rates on a material line item.

This is the tracking centre for that labour found behind the icon (beside the Hrs heading) on the Quote Worksheet.

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)

Unit of Measure

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

Unit Cost

The item cost (also listed as 'Value'). Line item cost (blank = $0.00)

Unit Cost (Inline Labour)

This value is used when setting individual labour rates on a material line item.

This is the hourly cost (also listed as 'Value') found behind the icon (beside the Hrs heading) on the Quote Worksheet.

Unit Sell

The line item sell value (blank = $0.00)

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

Supplier/Contractors

	File
	Supplier Import Template.xls

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/Contractor fields...

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
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

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)

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

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

Tasks

	File
	Task Import Template.xls

How do I import this data?

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

Learn about Task fields...

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 Short Description	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 Date format This should be in the format yyyy-mm-dd
Requested_Date	Requested date of task Date format This should be in the format yyyy-mm-dd

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 Short Description

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

Date format

This should be in the format yyyy-mm-dd

Requested_Date

Requested date of task

Date format

This should be in the format yyyy-mm-dd

Imports we do for you

Compliance

Files

Certification Import Template.xls

Risk Matrix Import Template.xls

How do I import this data?

Contact our team and send the file to us.

Learn about certification fields...

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
Category	Used to organise certification types. Like a top level folder or group. (Required Field)
Sub Category 1	Used to organise certification types. Like a second level folder or group.
Sub Category 2	Used 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 To	The 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).
Details	Any 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

Field

Definitions

Category

Used to organise certification types. Like a top level folder or group. (Required Field)

Sub Category 1

Used to organise certification types. Like a second level folder or group.

Sub Category 2

Used 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 To

The 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).

Details

Any 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

Learn about risk matrix fields...

Field	Definitions
Category	Used to organise risk templates. Like a top-level folder or group. (Required Field)
Task	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 Level	Calculated column (Severity X Frequency). Do not enter this value.
Control	Control to mitigate risk. (Required Field)
Checklist	Checklist items. (Required Field)
RiskMatrix	Name of the Risk Matrix that is set up in site admin. This matrix contains the Frequency and Severity settings. (Required Field)

Field

Definitions

Category

Used to organise risk templates. Like a top-level folder or group. (Required Field)

Task

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 Level

Calculated column (Severity X Frequency). Do not enter this value.

Control

Control to mitigate risk. (Required Field)

Checklist

Checklist items. (Required Field)

RiskMatrix

Name of the Risk Matrix that is set up in site admin. This matrix contains the Frequency and Severity settings. (Required Field)

Contacts

	Files
	Contacts Import Template.xls

How do I import this data?

Contact our team and send the file to us.

Learn about contact fields...

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
State	Contact location state
Postcode	Contact location postcode
Country	Contact location country
GPS - Latitude	GPS Coordinates - Latitude
GPS - Longitude	GPS Coordinates - Longitude
Contact	If 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

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

State

Contact location state

Postcode

Contact location postcode

Country

Contact location country

GPS - Latitude

GPS Coordinates - Latitude

GPS - Longitude

GPS Coordinates - Longitude

Contact

If 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.

Contact person's email address

Fax

Contact primary fax number

Mobile Phone

Contact person's mobile phone number

Phone

Contact person's phone number

Description Templates

	File
	Descriptions Import Template.xls

How do I import this data?

Contact our team and send the file to us.

Learn about description template fields...

Field	Definitions
Type	There are six different types of description templates that can be inserted into AroFlo. This field will determine where 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 Category	Used to organise description templates; like a top level folder or group. (Required Field)
Sub Category 1	Used to organise description templates; like a second level folder or group.
Sub Category 2	Used to organise description templates; like a third level folder or group.
Name	Name 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.

Field

Definitions

Type

There are six different types of description templates that can be inserted into AroFlo. This field will determine where 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 Category

Used to organise description templates; like a top level folder or group. (Required Field)

Sub Category 1

Used to organise description templates; like a second level folder or group.

Sub Category 2

Used to organise description templates; like a third level folder or group.

Name

Name 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.

Inventory lists

Files

Assembly Import Template.xls

SOR Import Template.xls

Task Specific List Import Template.xls

What are inventory lists?

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.
SOR (Schedule of Rates) lists: can include inventory items and labour, for invoicing goods or services at a specific price.

How do I import this data?

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.

Learn about assembly fields...

Field	Definitions
Task List Category	Inventory category or grouping / folder (Required field)
Task List Sub Category	Subcategory (if applicable)
Task List Sub Category	Sub subcategory (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.
Quantity	How 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 (Required field)

Task List Sub Category

Subcategory (if applicable)

Task List Sub Category

Sub subcategory (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.

Quantity

How 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.

Learn about SOR list fields...

Field	Definitions
Task List Category	Inventory category or grouping / folder. Up to 100 characters. (Required field)
Task List Sub Category One	Subcategory (if applicable)
Task List Sub Category Two	Sub subcategory (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 part number/order code 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. Up to 100 characters. (Required field)

Task List Sub Category One

Subcategory (if applicable)

Task List Sub Category Two

Sub subcategory (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 part number/order code 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.

Learn about task-specific list fields...

Field	Definitions
Task List Category	Inventory category or grouping / folder (Required field)
Task List Sub Category	Subcategory (if applicable)
Task List Sub Category	Sub subcategory (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.

Field

Definitions

Task List Category

Inventory category or grouping / folder (Required field)

Task List Sub Category

Subcategory (if applicable)

Task List Sub Category

Sub subcategory (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.

Periodics

File

Periodic Import Template.xls

Periodic Invoice Import Template.xls

How do I import this data?

Contact our team and send the file to us.

Learn about periodic template fields...

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
StartDate	Used to record the start date of a contract (if applicable).
ReviewDate	Used 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.

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

StartDate

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

ReviewDate

Used 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.

Learn about periodic invoice fields...

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 Date	The 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 Description	Line item description. Required field.
Qty	Line 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
Cost	Line item cost (blank = $0.00)
Markup	Line 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.
Discount	Line item discount percentage (if applicable).
Tax	Optional. 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

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 Date

The 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 Description

Line item description. Required field.

Qty

Line item quantity to be invoiced. Required field.

Type

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

Import values

Cost

Line item cost (blank = $0.00)

Markup

Line 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.

Discount

Line item discount percentage (if applicable).

Tax

Optional. 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

Users

	File
	User Import Template.xls

How do I import this data?

Contact our team and send the file to us.

Learn about user template fields...

Field	Definitions
Given Names	First 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 Rate	Record 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 AroFlo Field. 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

Field

Definitions

Given Names

First 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 Rate

Record 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 AroFlo Field.

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

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

Import Templates Import Data - Limits Export Data From Your Accounting Package

AroFlo Documentation

Imports you can do yourself

Assets

How do I import this data?

Learn about Asset fields...

Clients

How do I import this data?

Learn about Client fields...

Inventory

What is 'simple pricing' and 'detailed pricing'?

Learn about Inventory - simple pricing fields...

Learn about Inventory - detailed pricing fields...

Locations

How do I import this data?

Learn about Location fields...

Quote line items

How do I import this data?

Learn about Quote line items fields...

Learn about Detailed Quote fields...

Supplier/Contractors

How do I import this data?

Learn about Supplier/Contractor fields...

Tasks

How do I import this data?

Learn about Task fields...

Imports we do for you

Compliance

How do I import this data?

Learn about certification fields...

Learn about risk matrix fields...

Contacts

How do I import this data?

Learn about contact fields...

Description Templates

How do I import this data?

Learn about description template fields...

Inventory lists

What are inventory lists?

How do I import this data?

Learn about assembly fields...

Learn about SOR list fields...

Learn about task-specific list fields...

Periodics

How do I import this data?

Learn about periodic template fields...

Learn about periodic invoice fields...

Users

How do I import this data?

Learn about user template fields...

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