Importing data saves time by quickly adding or updating multiple records at once. It also ensures consistency and accuracy using a "sample CSV file" which is especially beneficial for large data.

To import data into SiteMax, navigate to the Dashboard, click on Settings, then Lists, and select Import/Export. You can import various files such as Users, Equipment, Contacts, Vendors, Clients, Projects, Materials, and Cost Codes to simplify your work.

Tip: To ensure proper formatting of the import file, use the sample CSV file that SiteMax has provided.

Next steps after downloading the sample CSV file

After downloading the sample CSV file, you can re-format your data to match the template headers provided.

Tip: Unless you're updating existing data in the system, it's best to leave the ID field blank when filling out the sample CSV file.

Tip: When filling out the 'IS EXTERNAL' field, use '1' to indicate 'yes/true' or '0' to indicate 'no/false'. This field determines whether a user is internal or external to the company.

Once you have properly formatted your data in the sample CSV file, you can proceed to import it into SiteMax. To do this:

Importing in SiteMax: click on "Browse" and select the file you want to import, then click on the "Import" button.

Lastly, go to the respective SiteMax module (Materials, Equipment, Teams, etc.) to check if the information is accurately imported and showing as it should on your SiteMax instance.

Exporting data is extracting certain datasets from your SiteMax instance. Exporting can be used as a method of backing up important data or moving data to another application via a CSV import.

Steps

1. Simply click on export data and check your email for export data. It may take several minutes to arrive, depending on the file size.

2. Check your email. Open the attached file, unzip and save the CSV file locally on your PC.