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:
You can import parts or services from your Excel document. Please note that to import the parts and 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 parts and 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 parts and services in the Excel document correctly, you can upload that document to MobiWork.
First, access the Parts feature page. Please see the Parts List (Catalog) section for more information on how to access this page.
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:
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 parts and services from Excel will then be displayed in MobiWork with your other parts and 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 Parts feature page:
Select the parts and services that you would like to export to Excel:
- Please note that if you would like to export all your parts and 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.