Import and Export settings

This section of admin settings allows admins to import data into and export data out of Skedulo.

In the import settings section the following settings can be configured:

Data type.

The data type picklist allows administrators to select a data type for import. Once selected, the option to "choose a .csv file to import" is displayed.

When a value is selected from "Data type" drop-down menu options, a text link will appear where a "csv" template (in the format required by the import process) can be downloaded.

Note: Existing data will not be overwritten. Any matching records will create duplicates in the system. Once import starts this process cannot be cancelled.

The default value is "no data type is set."

The admin settings for import.

Selecting an import data type exposes a template link.

Note

Empty columns (or columns with headers only) need to be removed from the template prior to upload.

Export

In the export settings section the following settings can be configured:

Data type.

The data type picklist allows administrators to select a data type for export. A CSV file is generated and exported to your local drive (to your browser default download location).

To export data, select a data type and click the "Start export" button.

The default value is "no data type is set."

Note

Once export starts this process can’t be cancelled.

The admin settings for export.

Data types

The following data types are available for import and export:

• Account Resource Scores.

• Accounts.

• Activities.

• Availabilities.

• Availability Template Entries.

• Availability Template Resources.

• Availability Templates.

• Contacts.

• Holiday Regions.

• Holidays.

• Job Allocations.

• Job Products.

• Job Tags.

• Job Tasks.

• Job Time Constraints.

• Jobs.

• Location Resource Scores.

• Locations.

• Products.

• Recurring Schedules.

• Regions.

• Resource Requirement Tags.

• Resource Requirements.

• Resource Shifts.

• Resource Tags.

• Resources.

• Shifts.

• Tags.

• Users (*available for export only).