You will be able to access the import and export features from the Services feature page. For more information on how to access this page, please see the Services List (Catalog) section.
Once you are on the Services feature page, click on the More Actions button, and from the drop-down select your desired option:
You can import services from your Excel document. Please note that to import the services 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 services 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 services in the Excel document correctly, you can upload that document to MobiWork.
First, access the Services feature page. Please see the Services List (Catalog) section for more information on how to access this page.
When you are on the Services feature page, select the More Actions button and from the drop-down click on the "Import From Excel" option:
Upload your Excel file to the drag & drop feature and then click on the Import button:
You will then be redirected to the Confirm Import page. Confirm your imported Excel file by hitting the Submit button:
Once you are redirected to the Import Product Results page, click the Done button:
The newly uploaded services from Excel will then be displayed in MobiWork with your other services.
Note: Please note that in the Excel document, a double asterisk (**) indicates a conditional field, while a single asterisk (*) denotes a required field.
To export this file from the Services feature page:
Select the services that you would like to export to Excel:
- Please note that if you would like to export all your services into Excel you can click on the topmost checkbox (Multiple Selection Area) located under the tabs:
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:
Note: Please note that in the Excel document, a double asterisk (**) indicates a conditional field, while a single asterisk (*) denotes a required field.