Import Blueprints

  • Updated

One of the most impressive elements of BigChange's JobWatch system is the power and speed with which it can import or export vast amounts of data. This makes it simple, for instance, to upload information from a third party system or to export data for further analysis/manipulation in other applications.

In order to import data, you must first match up the columns on an external spreadsheet to the headers required within JobWatch. The Blueprints feature allows you to save time by 'remembering' these column matches, pre-configuring the position of the columns in your import spreadsheet with the required fields needed within JobWatch.

Export blueprints work in a similar way, by defining the information you wish to include at each column location, ensuring only the required data you require is included in the download.

This article covers the following topics:

Import Blueprints

Creating an Import Blueprint

Import blueprints can be used in the following areas:

  • Jobs
  • Job group templates
  • Stock & equipment
  • Contacts
  • Contact job group & contact job group rates
  • Contact predefined invoice item price list
  • Contact stock item price list
  • Contact persons & rates
  • Resource & vehicles
  • Fuel report
  • Predefined invoicing items

Blueprints can be created in all areas which allow data import and export but to demonstrate how it would work in practice, it is simplest to use an example.

We are going to create a blueprint which allows us to import daily into JobWatch, all jobs that are created in a 3rd party ERP system. To do this, you need to have Administrative permission, either with full access or with permission to Administrate forms

Import-Export-1.png

  • Navigate to: [Top menu] Profile (icon)Admin Settings [side menu] Forms Import/Export Blueprints.

1. Import & Export Blueprints.png

Click Add and a new window will open:

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  1. Name - name your blueprint
  2. Group - select the group which this blueprint will apply to eg jobs, stock, equipment
  3. Type - select Import, Export or Import/Export

Below is a completed form showing the import Jobs blueprint we are using as our example

Import-Export-4.png

As you will see, as soon as the upper part of the form has been completed, a new, 'Column Mapping' section appears.

The top field allows you to select a Column letter, determining the order in which the fields will be displayed:

Import-Export-5.png

The field beneath it allows you to select the JobWatch field this column will correspond to

Import-Export-6.png

Columns can be added and deleted by using the plus/minus icons.

Import-Export-7.png

Clicking plus will open an additional popup, Insert column, which allows you to design exactly the blueprint you require:

Import-Export-8.png

Once the columns have been mapped, save.

Below is an example of how our completed Job Import blueprint might look, together with the spreadsheet it is designed to import.

You will notice that no equivalent has been added to the last column, ERP-REF. This is because the information it contains isn't required and can therefore simply be omitted from the blueprint mapping.

Import-Export-9.png

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Using a Blueprint to Import Data

Once your blueprint has been created, you can now proceed to import your data. Navigate to the desired section of JobWatch, in our example, the Schedule and click on the Import button:

2. Import & Export Blueprints.png

The Jobs import window will have opened and you will be prompted to select the blueprint you wish to use.

Import-Export-11.png

Make your selection and then select the Excel file you wish to import:

Import-Export-12.png

You will see that the use of the blueprint means that the columns are automatically matched, saving you the need to do so. Import-Export-13.png

The import can now be completed as normal.

Tip: To further speed up this daily task, you can create a bookmark for it by clicking on the Save current view as favourite icon and then using your Views icon to navigate straight there in future.

3. Import & Export Blueprints.png

For more information on how to do this, please read the separate article.