Overview

With MobiWork's versatile import and export capabilities, you will be able to revolutionize the way you manage your parts and products.

These Excel documents empower you to effortlessly import bulk quantities of parts and products into your MobiWork database, make simultaneous updates to multiple items, and efficiently manage your parts and products. This section will highlight how to access the Parts import and export features.

How to Access the Page

You will be able to access the import and export features from the Parts feature page. For more information on how to access this page, please see the Parts List (Catalog) section.

Once you are on the Parts feature page, click on the More Actions button, and from the drop-down select your desired option:

  1. Add Multiple Parts

  2. Edit Multiple Parts

Import Part

You can import parts from your Excel document. Please note that to import the parts correctly, the Excel document must be formatted in the correct manner (please see the image below for the correct headings and order):

You can use this method to upload multiple parts at once.

Please note that:

  • Headers marked with an asterisk (*) are required.

  • Headers marked with two asterisks (**) are conditional and are required if specific criteria are met.

Once you have entered the parts in the Excel document correctly, you can upload that document to MobiWork.

You will need to be on the Parts feature page. Please see the Parts List (Catalog) section for more information on how to access this page.

  1. When you are on the Parts feature page, select the More Actions button and from the drop-down click on the "Import From Excel" option:

  2. Upload your Excel file to the drag & drop feature and then click on the Import button:

  3. You will then be redirected to the Confirm Import page. Confirm your imported Excel file by hitting the Submit button:

  4. Once you are redirected to the Import Work Order Results page, click the Done button:

  5. The newly uploaded parts from Excel will then be displayed in MobiWork with your other parts.

Note: Please note that in the Excel document, a double asterisk (**) indicates a conditional field, while a single asterisk (*) denotes a required field.

Export Part

You can also edit parts in bulk through Excel:

  • Please note that if you would like to export all your assets into Excel you can click on the topmost checkbox (Multiple Selection Area) located in the Assets feature page columns. Likewise, if you do not select any entries ALL records will be exported:

  • Click on the More Actions button and from the drop-down menu select the "Export to Excel" option:

  • The Excel file will automatically download, and you will be able to locate it in your computer's Download folder.

    • This export will display the basic asset data (e.g., Asset name, the customer information of the customer who has the asset, the manufacturer, the serial number, etc.) in an easy-to-read format. You can then use Excel to easily navigate through your company's assets:

    Note: Please note that in the Excel document, a double asterisk (**) indicates a conditional field, while a single asterisk (*) denotes a required field.