How to Configure Auto Import – Work Orders

To set up an auto-import work order, go to Admin > General and select ‘Auto Import—Work Orders’.

 Click on the ‘Setup New Import’ button.

The form below will populate. This will allow you to set up the auto import by completing the following options:

1. Import From – Sets where you are pulling the work order from.
2. Set Client Company – Sets the client company. This needs to be created using the client company section by going to Admin > General > Client Companies. Client Companies need to be added prior to configuring auto imports.
3. Login Name – This is where you will add your login name for the client company.
4. Password—This is the password associated with the login name and client company from which you are receiving the auto import.
5.  Alert Email—Set an email address to receive notifications when new work orders are imported.
6. Friendly Name - This sets a name that will show in the New Work Order section.
7. Skip Comments – Allows you to not import the comments in the work order.
8. Skip Line Items – Allows you to not import the line items in the work order.
9. Set Category – Allows you to assign any category that you have created.
10. State Filter – Allows you to filter the work orders by the state assigned.
11. Discount% % for this Import – Sets a discount percentage for the work orders imported through this import that reflects on the contractor’s invoice.
12. Active – Makes the auto import active. This will need to be set to ‘yes’ for the auto import to run.