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Data Loading: Object import order

Overview

This article provides recommendations for the order in which to begin importing data.

Data does not have to be imported for all objects. Data may also be configured or defined via the Skedulo Onboarding Wizard, the Web App, API, custom processes, etc. To learn more about the tools available for data loading, see Migrating your data to Skedulo.

Core objects

In almost all circumstances, the following objects are required to set up your Skedulo environment:  

  • Users
  • Regions
  • Resources (dependencies on Users and Regions)
  • Job Types

For more information, see the Onboarding Wizard article. Additional data may be imported to core objects after the onboarding process.

Standard Objects (No dependencies)

The following objects do not have any dependencies on other objects and can be imported in any order: 

  • Accounts
  • Availability Templates
  • Holidays
  • Locations
  • Products
  • Tags

Standard Objects (With dependencies)

  • Account Resource Scores (Account, Resource)
  • Activities (Resource)
  • Availabilities (Resource)
  • Availability Template Entries (Availability Template)
  • Availability Template Resources (Availability Template, Resource)
  • Contacts (Account)
  • Holiday Regions (Holiday)
  • Job Allocations (Job, Resource)
  • Job Products (Job, Products)
  • Job Tags (Job, Tags)
  • Job Tasks (Job)
  • Job Time Constraints (Job)
  • Location Resource Scores (Location, Resource)
  • Jobs (Region)
  • Resource Requirement Tags (Resource Requirement, Tag)
  • Resource Requirements (Job)
  • Resource Shifts (Resource, Shift)
  • Resource Tags (Resource, Tag)
  • Shifts (Region)

Custom Objects

Custom objects should be imported with the same considerations as standard objects related to their dependencies.

Importing activities for resources

Step 1: Obtain a Resource UID

You can obtain the Resource UID in one of the following two ways: 

  • From a resource's record page. Navigate to a resource record page and then obtain the Resource UID on the URL.
    The location of the Resource UID highlighted on the URL of a resource's record page.
  • By exporting Resources with the Import & Export tool.
    The Export option highlighted on the Import and Export page.

Step 2: Create a CSV file for import

A table illustrating the information included in a CSV file.

Step 3: Import the Activities CSV

To import the Activities CSV:

  1. Go to Settings > Data Loading.
  2. Click Create Task.
    The Create task menu highlighted on the Data loading page.
  3. Select Import to display the Task Details page.
  4. From the Operation Type dropdown menu, select Insert.
  5. From the Object dropdown menu, select Activities. 
  6. Select the CSV file created in the previous step and click Continue. 
    The Task details stage of the Import Data page.
  7. Map the fields in the CSV file to Skedulo fields and click Continue.
    The Field Mappings stage of the Import Data page.

  8. Check the import data and click Create Task.
    The Review stage of the Import Data page.
  9. A message in the top right corner confirms the successful data import.
    The File Upload notification overlaid on the Task Details page.

 

 

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