First Allegiance Excel Import

Important NOTE: PPW does not have a direct integration to the First Allegiance work order platform.  Instead, you'll want to set them up as a 'Client Company' in PPW and either create their orders manually or use an Excel Import if you have a high volume.

First, set up First Allegiance as a 'Client Company' - Click HERE for instructions

Next, you will need to prepare the Excel file.  To get this file, export the orders from the First Allegiance portal, then alter the file to make it compatible with PPW!

Login to First Allegiance and Export file:

Steps to access the Job Export

• Go to Job Management on the top tool bar
• Click Assigned Jobs
• They can filter by job status (or anything in the search area)
• Click the export button

Once you  have exported the information, below is the mapping that PPW would recommend using:

Column Letter from First Allegiance Excel Export	First Allegiance Column	Corresponding PPW Field	What to do with Column
A	Job No	Work Order Number	Keep, Possibly rename to "Work Order Number"
B	New Job#	None	Delete from File
C	Sub Contractor	None	Delete from File
D	Photos Submitted	None	Delete from File
E	Bids Submitted	None	Delete from File
F	Invoice Submitted	None	Delete from File
G	Contractor Number of Days	None	Delete from File
H	My Assigned Job No	None	Delete from File
I	Client ID	Customer Number	Keep, or if this does not matter, feel free to delete
J	Bank ID	Broker	Keep, or if this does not matter, feel free to delete
K	Address	Address	Keep
L	City	City	Keep
M	State	State	Keep
N	Zip	Zip	Keep
O	County	None	Delete from file, as PPW will get the county automatically
P	Loan Type	Loan Type	Keep, or if this does not matter, feel free to delete
Q	Service Group	Work Type	Keep
R	Job Assignment Date	Start Date	If this is the start date, feel free to keep this field, if this is not the start date or you do not need this, feel free to delete it
S	Contractor Job Due Date	Date Due	Keep
T	Job Due Date Comments	Job Note	Keep, or if this does not matter, feel free to delete
U	Keycode	Key Code	Keep
V	Lock Box Combo	Lock Code	Keep
W	APN	Key Code	Keep, or if this does not matter, feel free to delete
X	Property Type	Property Type	Keep, or if this does not matter, feel free to delete
Y	Property Comments	None	Delete
Z	Unit Information	None	Delete
AA	Work Order	None	Delete
AB	Job Attachment 1	None	Delete
AC	Job Attachment 2	None	Delete
AD	Job Attachment 3	None	Delete
AE	Job Attachment 4	None	Delete
AF	Job Attachment 5	None	Delete
AG	Job Attachment 6	None	Delete
AH	Job Attachment 7	None	Delete
AI	Job Attachment 8	None	Delete
AJ	Job Attachment 9	None	Delete
AK	Job Attachment 10	None	Delete
AL	Job Attachment 11	None	Delete
AM	Job Attachment 12	None	Delete
AN	Job Attachment 13	None	Delete
AO	Job Attachment 14	None	Delete
AP	Job Attachment 15	None	Delete
AQ	Job Attachment 16	None	Delete
AR	Service 1	Comments	Keep
AS through DG	Service 2 - 68	Comments (*)	Note that only one column can be mapped to one PPW field, so if one order has multiple services in different columns, you would need to 1) Merge those cells 2) Manually add this information to the order  If no data is in these cells, or you do not need this info, feel free to delete these columns

Once this spreadsheet is cleaned up, you can follow the below instructions!

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 in order for 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.