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Import Your Data into Fieldmagic in Just 10 Minutes!

Looking to bring your customer, site, and asset data into Fieldmagic quickly and cleanly? This guide walks you through the entire process using our built-in data importer.

Whether you’re migrating from another platform or uploading your first set of data, you’ll find this guide simple, visual, and easy to follow—no technical background required.

What You'll Learn:

📁 Understand how your data should be structured
📋 Prepare your CSVs the right way
🧭 Use the import wizard to map and upload records
🔍 Verify everything is linked and accurate

Step-by-Step Walkthrough

1. 🧩 Understanding the Data Structure

Understand how Fieldmagic organizes:

• 👤 Customers – Who you're billing
• 📇 Contacts – Optional individuals related to customers
• 📍 Sites – Physical service locations
• 🛠️ Asset Types & Assets – Equipment categories and items being tracked

2. 🧹 Preparing Data for Import

Prepare clean CSV files for:

• 👥 Customers
• 📍 Sites
• 🛠️ Asset Types
• 🔧 Assets

✅ Tip: Include a unique external ID in each record to avoid duplicates during future imports.

3. 📥 Importing Customer Data

• Open the Import Wizard
• Upload your Customer CSV
• Map the fields:
  • 🔑 External ID
  • 🏷️ Customer Name
  • 🏠 Address (Street, City, State, Zip Code, Country)
  • 📞 Contact Details
• 💾 Save the mapping as "customers import" and submit

4. 🌐 Importing Site Data

• Upload your Site CSV
• Map the fields, ensuring each site is linked to a customer via the external customer ID
• 💾 Save the mapping as "site import" and submit

5. 🛠 Importing Asset Types & Assets

• 🔧 Manually create asset types if they don’t already exist
• Upload your Asset CSV
• Map the fields:
  • 🔑 External ID
  • 🔗 External Site ID
  • #️⃣ Serial Number
  • 🛠️ Asset Type
• 💾 Save the mapping as "assets import" and submit

6. ✅ Verifying Your Data

• Head to your Customers, Sites, and Assets sections
• 🔍 Double-check that all records are displaying correctly and linked properly