Import Templates

• Import Templates
  • Overview
  • Considerations
  • Import Files
    • Enterprise
    • CMIC FIELD R12

Overview

For some tasks, nothing can beat Excel. To make it easier for you to import data from Excel, we have created standard formatted templates. There are many more screens into which data can be imported. For more information on how to import and export, please see Exporting and Importing Data.

Considerations

• The attached import templates are system defaults – this means that they will only work if no customizations have been made to these screens. Due to system configuration, your system may have a different column order and different fields. If you have made customizations to these programs, please perform an EXPORT on the screen you wish to import, in order to have a copy of the required format. Clear all cells with data, leaving the header row, and use that as a new IMPORT. Then, proceed to upload that template into the system.
• When filling out fields in templates, it is important to not include any spaces when entering in any pre-existing codes as this will result in errors.
• The AP Invoice Import can only be used for invoices that only have one debit/expense line. However, one can import all invoices as single-expense line invoices and then also import invoice distributions after opening each individual invoice.

• To ensure successful imports, apostrophes ( ' ) should not be included in any field values. Apostrophes can interfere with CSV parsing and may cause data to shift into incorrect columns. If necessary, replace apostrophes with safe alternatives (e.g., use abbreviations) prior to uploading the file. For example, 9" → Replace with 9 IN.

Import Files

The following default import templates can be downloaded:

Enterprise

• Business Partners

NOTE: Please make sure before filling out the import file that you download the CSV from the business partner table in CMiC to compare if the columns match. There are setup configuration options that will alter your required import template vs. the one supplied in the attachments.

• Customers
• Vendors
• Contacts
• GL Transactions
• AP Invoice Headers
• AP Invoice Multi Line Distributions
• Inventory Items
• Inventory Locations
• Inventory Write Off
• Purchase Orders
• Potential Change Items - ADF
• Subcontracts

CMIC FIELD R12

• Potential Change Items - JSP
• Bid Items
• Job Budget
• Meeting Minutes
• Submittals
• SubmittalsV2

NOTE: Before attempting to import, delete the highlighted row and the sample value row. Also, ensure the import file is in CSV format to complete the process successfully. The SubmittalsV2 import template header must remain unchanged when downloaded from CMiC Assist and should be included in the CSV file when importing the SubmittalsV2 log into the application. The template header should not contain any borders (i.e., formatting) as this may cause an import error.

• Subcontract - Special Pricing and Inclusion/Exclusion
• Document Records
• v10 Punch Lists
• R12 Punch Lists
• Locations Maintenance

NOTE: For more information on Location Code Maintenance, please review our documentation here.

• Subcontract Schedule of Values (SOV)

NOTE: Before attempting to import, delete the first (header) row.