Importing Help

Quick Steps to Importing

Click the down arrow icon on the Search screen then click Import.
Select Download a Blank Template — this submits a blank template to the dashboard gear in the upper right hand corner. Once the job is completed, you may download a .xlsx spreadsheet with the correct entry columns.
Enter the information into the corresponding columns. All information must be entered in the correct formats — see Import Fields defined below.
Save the file in .xlsx format.
Import the file into Mobil Serv following the Import Process defined below.

Quick Steps to Edit Existing Data by Exporting and Importing

Click the down arrow icon on the Search screen and then click Export.
Click Submit to export current search results — this downloads an .xlsx spreadsheet of existing data based on the search options.
Update any information in the corresponding columns. All information must be entered in the correct formats — see Import Fields defined below.
Save the file in .xlsx format.
Import the file following the Import Process defined below.

Import Process

Click the down arrow icon on the Search screen then click Import.
Upload the file by selecting the file using the "Browse" button.
Once the file is selected, click the Upload button to start the upload.
A Success Message indicates the import was successfully scheduled. You will receive an email once the job is complete.
If the file passes all validation checks, the file displays as Complete in the jobs icon (upper right hand corner of the dashboard) and the data is added to/updated in Mobil Serv with the corresponding information.
If the file does not pass all validation checks, the file displays Complete with Errors. Select Click here to download to open up the detailed error file. Open the file and correct any errors in the file. Re-save and re-import the new file until there are no errors and the import is successful.

Warning

Importing is limited to a maximum file size of 5000 rows. If you have more than 5000 assets to import, divide your file into two or more files.

Detailed Steps to Import Users

Import Fields for Users

Full Name (Required): Full Name of the user.
New Email (Required for new user): Email address for new user login or new email/login of an existing user.
Original Email (Required for existing user): Email of an existing user (for updates).
Company: Name of Company.
Is Active: Enter 'Y' for yes, or 'N' for no.
Preferred Language: Valid values include English, Spanish, Chinese, French, German, Japanese or Traditional Chinese.
Country Code (1,2): Must abbreviate the country using the proper two letter country code. If the account is located in the US, you must correctly enter the Address using the proper format outlined below, as the information will be validated.
Address (1,2) must be entered on separate lines:
- For example: For a United States address you would enter the information as follows: Address 1 = 123 Main St Suite 101, Address 2 = City (i.e. Boston), Address 3 = State Abbreviation (i.e. MA), Address 4 = Zip Code (i.e. 02110).
Phone (1,2,3) Type: Valid values include "phone", "fax" .
Phone (1,2,3) Number (at least one type is Required): Enter the entire phone number including the area code.
Phone (1,2,3) Extension: If there is an extension associated with the Phone number, enter it here.
Phone (1,2,3) is Primary: Indicate if the phone number is Primary by entering 'Y' or 'N' if including more than one phone number of the same Phone Type.
Accounts (at least one is Required): Name of each account the user is associated with. Enter multiple Accounts with a "+" plus sign between each Account. For example: Account1+Account2
Roles (at least one is Required): : Name of each role the user is assigned to.
Role Exceptions: Any role exceptions added to the user (+ indicates has rights / - indicates removal of right, if multiple role exceptions separate with | ).
Receive Reports Via: Valid values include "Email", "Fax" or "EmailandFax" (blank defaults to None).
Receive Messages Via: Valid values include "Email" (blank defaults to None).

Import Errors for Users

The following is a list of all of the possible error reports and how to fix the mistakes:

Missing email. > Enter an email address (must be unique for new user).
Phone is required. > Enter a phone number.
At least one valid Account is required. > Enter at least one valid account.
At least one valid Role is required. > Enter at least one valid role.
The security role 'security role here' does not exist. > Security role entered does not match available options.
The user 'user here' already exists. > New user and the specified email address already exists in the system.
The account 'account here' does not exist. > Account entered does not match available options.
The security role exception 'security role exception here' does not exist. > Security role exception entered does not match available options.
Country 'country here' is invalid. > Enter valid country code.
Phone Type is invalid for 'phone number here'> Enter a valid phone type.
Street is missing for Primary address. > Enter street address in Address 1.
City is missing for Primary address. > Enter city in Address 2.
State is missing for Primary address. > Enter state in Address 3.
Zip is missing for Primary address. > Enter zip code in Address 4.
State is invalid for Primary address. > Enter a valid state code in Address 3.
Zip is invalid for Primary address. Zip codes should be in the form '00000' or '00000-0000'. > Enter valid zip code.
Preferred Language is not valid. > Language code entered does not match available options.
User 'user here' does not exist. > Update existing user and the specified original email does not exist in the system.
Only one primary fax number is allowed. > Only one fax number should be indicated as primary.
Only one primary phone number is allowed. > Only one phone number should be indicated as primary.
Invalid email address. > Enter valid email address.
Import file contains more than 5000 rows. > Divide your file into multiple files with less than 5000 rows in each.

Detailed Steps to Import Accounts

- New Path: You can export a current account listing, for example, and create a new parent account for the exported account(s), by entering the new parent and its information on the sheet separately, and then define a path for the children accounts in their "New Path" column using the format of: "Parent Account! Child Account"; Place an exclamation point "!" between the Parent and Child Account, and the system will import the accounts along with their relationships automatically.
- Original Path: To update existing accounts.
- Account Name (Required): Enter a unique Account Name for each new account. The Account Name must be 100 characters or less.
- Account ID: If assigning account IDs to accounts, enter a unique ID for each account.
- Is Active: Enter 'Y' for yes, or 'N' for no. Must enter 'Y' for a new account.
- Address Country (Required): Must abbreviate the country using the proper two letter .NET country code. Please see Country Code Listing for a full list of countries preceded by their two letter abbreviations. If the account is located in the US, you must correctly enter the Address using the proper format outlined below, as the information will be validated.
- Address must be entered on separate lines (Required):
  - For example: For a United States address you would enter the information as follows: Address 1 = 123 Main St Suite 101, Address 2 = City (i.e. Boston), Address 3 = State Abbreviation (i.e. MA), Address 4 = Zip Code (i.e. 02110).
  - Phone: Enter the entire phone number including the area code.
  - Phone Extension: If there is an extension associated with the Phone number, please enter it here.
- Business Lines (Required):Enter the Business Lines associated with the account as they appear in Utility Cloud. Enter multiple Business Lines with a "+" plus sign between each Business Line. For example: Water+Cross Connection.
- Comments:Enter any comments
- Stakeholder Email (Stakeholder Role):Enter each stakeholder in the format of email address (stake holder type). Enter multiple Stakeholders with a plus sign "+" between each. Multiple individuals can be assigned to each stakeholder role. For example :test.userA@abccorp.com(Primary Contact)+test.userB@xyzcorp.com(Secondary Contact)+test.userC@xyzcorp.com(Kit Request).
- Google Email:Enter google email (used for custom reports).
- Google Password:Enter google email password (used for custom reports).
- ERP Account Name:
- ERP STN:Only allows 10 digit numeric value .

Import Errors for Accounts