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How to import orders from Excel

Here is how to import orders from an Excel Spreadsheet

  1. Hover over the new work order tab and select import work orders
  2. Select the option Excel, CSV, TAB
  3. Press the Browse button to select the Excel file. 


     
  4. Select the client company
  5. Map the drop downs at the top of the page to the correct field in PPW
  6. Press the import button to import the orders. ​ 

Please note that ifor the orders to be imported/created, you will need to make sure the following fields are listed in the Excel Spreadsheet:

  1. Address (Street Address, City, State, and Zip)
  2. The Due date
  3. The work order numbers of the order
    1. If the orders do not have a work order number, you will need to check the "No WO Numbers" checkbox at the top of the page.

 

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