FMX Support
Center

 

support

Follow

General Import Instructions

The General Import Template can be used to mass import Buildings, Resources (Locations), Equipment, Inventory and Users into your FMX site.

Note: When you have completed the template, please email it to support@gofmx.com to have the import uploaded to your FMX site. 

All fields with an asterisk (*) are required.

Download the General Import Import Template at the bottom of this page and follow the instructions below:

Buildings Sheet – This is where you can indicate all the buildings that are part of your facility or organization.

  • Name* - this will be the name for the building (e.g., Warehouse, High School)
  • Address (optional) – enter the address associated with the building.
  • Phone (optional) – enter the phone number of the building.
  • Request email footer (optional)  enter a custom email footer. This footer will appear on all email notifications for requests made in this building.  
  • Requires finalization (optional) – enter Yes if the building requires cost finalization. If a building requires cost finalization there will be a state called “Pending finalization” added to maintenance, technology, and custom work requests allowing you to close a maintenance, technology, or custom work request from the calendar and then return to it at a later date and finalize the cost 
  • Entrances (optional) - enter the building entrances. If a building has entrances specified then the requester can indicate if they need entrances unlocked/locked at certain times for Schedule requests. Enter one entrance and then press Atl+Enter to move to the next line in the cell. 
  • Schedule Request approval order (optional - skip this step if you are not using the Schedule Request module) - identify if the building should have a unique approval process for Schedule Requests. Any approval process set at the building level will bypass the organizational approval process. Enter first user type then press Atl+Enter to move to the next line in the cell. 
  • Transportation Request approval order (optional – skip this step if you are not using the Transportation Request module)- identify if the building should have a unique approval process for Transportation Requests. Any approval process set at the building level will bypass the organizational approval process. Enter first user type then press Atl+Enter to move to the next line in the cell. 

Resources Sheet – This is where you can indicate all locations, rooms or schedulable items in a building. 

  • Name* - this will be the name of the location, room or item (e.g., Cafeteria, Main Entrance, Laptop Cart)
  • Building* – enter the building where the resource is located. Building names must match what is entered in the "Buildings" sheet or what already exists on your FMX site.
  • Address (optional) – enter the address of the resource if it is different then the building address.  
  • Location (optional) – enter ‘Yes’ if the resource should appear as a location option after selecting the building on the maintenance, technology, or custom work request forms. Note, if no locations are specified this field will be a free-form text field on forms requiring location (equipment items, maintenance requests, technology requests). 
  • Resource Types (optional – skip this step if you don’t have resource types enabled for your organization) – these are the categories of resources you would have within your organization (e.g. Classroom, Outdoor Facility, etc.). Resource type names must match what already exists on your FMX site.
  • Schedulable  (optional - skip this step if you are not using the Schedule Request module) – enter ‘Yes’ if the resource can be scheduled. 
  • Requires approval (optional - skip this step if you are not using the Schedule Request module) – enter ‘Yes’ if the resource will require approval when being scheduled. 
  • Requires estimating (optional - skip this step if you are not using the Schedule Request module) – enter ‘Yes’ if the resource will require estimating when being scheduled. 
  • Requires invoicing(optional - skip this step if you are not using the Schedule Request module) – enter ‘Yes’ if the resource will require invoicing when being scheduled. 
  • Approval Order (optional – skip this step if you are not using the schedule request module) – identify if the resource should have a unique approval process for the use of a resource. Any approval process set at the resource level will bypass the organizational approval process. Enter first user type then press Atl+Enter to move to the next line in the cell. 
  • Pick-up location (optional - skip this step if you are not using the Transportation Request module) – enter ‘Yes’ if the resource will appear as an option on the transportation request form. Note, if no pick-up locations are indicated for the building this field will remain a free form text field on the transportation request form. 

Equipment Sheet – This is where you can indicate all of the equipment you have and where it is located. 

  • Tag* - this will be the name of the equipment (e.g., Laptop, Air Conditioner, etc.)
  • Type* - this will be the category of equipment (e.g., HVAC, Technology, Electrical, etc.)
  • Building* – enter the building where the equipment is located. Building names must match what is entered in the "Buildings" sheet or what already exists on your FMX site.
  • Resource (Location) (optional) – this is the location where you can find the equipment. Location names must match what is entered in the "Resources" sheet or what already exists on your FMX site. If you haven’t entered any resources that are locations, this field will be a text field. 
  • Inventory Items (optional) - enter any inventory items associated with the equipment. Inventory names must match what is entered in the "Inventory Items" sheet or what already exists on your FMX site.
  • Manufacturer (optional) – here you can indicate who made the equipment
  • Installed Date (optional) – enter when the equipment was installed (e.g. MM/DD/YYYY) 
  • Website (optional) – enter a link to the equipment website  
  • Comments (optional) – enter any additional information about the equipment
  • Custom Field (optional) – This is where you put in your own custom information. Label the column header with the name of your custom field (e.g. Serial Number)

Inventory Items – This is where you can indicate your inventory data and track your quantities

  • Name* - this will be the name of the inventory item (e.g., Air Filters, tires, etc.)
  • Type* - this will be the category of inventory (e.g., HVAC, Auto, etc.)
  • Building* - enter the building where this item is located. Building names must match what is entered in the "Buildings" sheet or what already exists on your FMX site.
  • Location* - This is the location where the inventory can be found. Location names must match what is entered in the "Resources" sheet or what already exists on your FMX site.
  • Equipment Items - enter any equipment items associated with the inventory. Equipment names must match what is entered in the "Equipment Items" sheet or what already exists on your FMX site.
  • Current Quantity* - enter the current number of units you have for this piece of inventory
  • Minimum Quantity (optional) – enter the lowest number of units you can have for this piece of inventory. When you reach the minimum, you will be notified.
  • Unit price (optional) – enter the price of each individual unit
  • Custom Field (optional) – This is where you put in your own custom information. Label the column header with the name of your custom field (e.g. Serial Number)

Users – This is where you can indicate your workers and who will be using your FMX site

  • Name* - this is the name of the user
  • Email* - enter the users email address
  • User type* - enter the role/title of the user (e.g. Maintenance Tech, Resident, Teaching Staff, etc.). User types must match what already exists on your FMX site.
  • Password – enter a password (minimum 5 characters) that the user will have for login
  • Building access (optional) – this is where you can indicate the building(s) this user has access to. Building names must match what is entered in the "Buildings" sheet or what already exists on your FMX site.
  • Phone (optional) – enter a phone number associated with the user
  • Can be a Driver (optional – skip this step if you are not using the Transportation Request module) – enter Yes is this user can be a driver for transportation requests
  • Is Contact - enter "Y" or "1" to indicate that this is a contact. A contact cannot log in to your site, but can be tracked for record keeping purposes.
  • Custom Field (optional) – This is where you put in your own custom information. Label the column header with the name of your custom field (e.g. Serial

Still wondering how to fill out your import template? Check out the completed example template below.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Contact Us

If you can’t find the answer you are looking for, contact support@gofmx.com.


Questions about FMX? We’re here to help!

We are a dedicated team of individuals who are passionate about helping people have better lives.
We’ll make sure your team gets up and running quickly and smoothly with FMX.
Give us a call at 1 (844) 664-4400 or send us an email at support@gofmx.com.

dedicated team of individuals