While most often a job is created on the IKE Device, you may be wondering how to pre-load a job in IKE Office. We have a CSV Import tool for IKE Office Pro customers that allows you to pre-populate certain fields such as Job ID, Pole Owner, Pole Type, as well as the Location Latitude and Longitude.
By importing a CSV into IKE Office, you can then assign the job to a specific fielder, and this will speed up their productivity by not having to input redundant data on each pole they collect.
Please follow these steps to use the CSV import tool.
- Click the hamburger menu in the upper-left hand corner and click on Import.
- Click on CSV at the top.
- Choose a job or type in a name to create a brand new job.
- Select a form you'd like to use for this job.
- Choose the CSV file that has pre-populated data points and upload into IKE Office.
- Use the drop-downs to map your CSV into your form. Leave blank if you don't want to include that field.
- The import button will turn orange (as seen below) when you've properly mapped your CSV with the labels.
As an alternative to using the CSV format, we also have an Excel Import (currently in Beta). The nice feature included in the Excel Import is that you can create a template from a form. Then you can input your data into the template, and load it back into IKE Office. You would then map the Excel template to your form fields and click the Import button.
To learn more about using Excel Import tool, follow our guide here: IKE Office Pro Bulk Import User Guide
Lastly, please refer to the video below on a walkthrough on using the CSV Import tool.
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