When first setting up your WorkBook system, a starting set of data can be imported, including material entries. To import data successfully it is important to understand the data structures and the format required in the import data sheet.
Things to note:
Data is imported once, so it is important to ensure accuracy and consistency prior to uploading.
Not all fields are required at import, optional fields can be added to the system manually at a later date when/as required.
IMPORT MATERIALS
Download the Materials import file below.
COLUMN HEADER | FIELD DESCRIPTION | FORMAT | REQUIRED |
|---|---|---|---|
JobNum | Job number the material entry applies to. Use the unique code that you used for the customers in the customer import. | Number & Letters | Yes |
EmpNum | ID of the person the material entry belongs to. Use the same number used in the employee import This can be found in the Ref Key field in employee settings if you no longer have the import file. WorkBook Resource ID (WB Employee ID) can also be used in case the employee is created manually in WorkBook. Example: if the WB employee ID = 578, then the value in this column will be WB#578.  | Number & Letters | Yes |
AId | Activity number connected to the material entry Activities are created and managed via the settings module> price lists & activities > activities | Number | Yes |
MatRefNum | The index number of the material, found in: | Number | No |
RegDate | Date the material should be registered to | Date | Yes |
Qty | Number of units | Number | Yes |
Cost | Cost price per unit, not total, on material | Number | Yes |
Sale | Sales price per unit, not total, on material | Number | Yes |
SupplementalDescr | A field to include a description to accompany the material entry | Text | No |
RefRecId | Optional internal number that can be used to find imported material entries | Number | No |