Import Templates

  • Updated

BigChanges Import Hub is a dedicated section of the system where you can download the latest Excel templates, fill them with your data, and then re-import them back into BigChange.

To access the Import Hub:

1. Navigate to Account Settings in the top menu.
2. Select Settings.
3. Select FORMS from the side menu.
4. Select Imports.

Import 1.png

Here you will find templates for:
  • Assigning routes
  • Contact job group rates
  • Contact job groups
  • Contact persons
  • Contact predefinded invoice item price list
  • Contact rates
  • Contact stock item price list
  • Contacts
  • Contract line items
  • Contracts
  • Contracts (Ad-hoc)
  • Contracts (values from jobs)
  • Departments codes
  • Equipment
  • Fuel transactions
  • Job group templates
  • Job groups from template
  • Jobs
  • Nominal codes
  • Predefined invoice item set
  • Predefined invoice items
  • Resource skills
  • Resource starting locations
  • Rsources
  • Stock
  • Update job group template recurrence
  • Update linked job group settings
  • VAT codes
  • Vehicle attributes
  • Vehicles
  • Web users
Please follow the link below to access your BigChange System. From there, you can browse the import hub to download the latest template and re-import it.
Import-link.png

 

Templates – For a user guide for Templates, please read the main Template article or the specific Microsoft Word Add-in article.

Was this article helpful?

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.