Control your Data with Imports
The IMPORT/EXPORT function offers access to your information and history. This open design provides you complete control of your data. Import and/or export customers, locations, contacts, items, tasks, assets, suppliers, jobs, quotes, job history, invoices, and users records -- all with total transparency.
- Select the settings button above the Quick Search in the upper right corner of the FieldAware page.
- Then the IMPORT/EXPORT subtab.
Manage your account data using the Imports section. Account data is the information or records you will use in your account to create jobs, maintain a relationship with you customers, update your users of FieldAware, and numerous additional activities. Import is a function that leverages data that you have compiled in another software solution such as an accounting package or a customer management program. Importing data into your account will save time and avoid entry errors.The following settings affect importing data:
- Company Import/Export settings for Time and Date formats and Import Export Encoding
- ROLES & RIGHTS Import/Export setting area to enable permission to view imports and exports from the web.