One of the easiest and fastest ways to integrate your data into Assignar is through our import module. By using our templates you can collate your data and import them in 3 clicks. Please note that our import integration does not allow for relational data to be imported. I.e. matching projects to clients.
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You will need to download the import spreadsheets to start populating your data into. They can be found in Settings under Import. You can import the following data into the dashboard.
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Assets
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Asset Attachments
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Clients
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Contacts
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Competencies
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Dashboard Users
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Field Users
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Inductions
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Suppliers
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Tasks
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Users
Make sure to hit the "What fields can I import" for more information. This will pop up once you pick a module to import.
Once these templates are filled out with the data and imported into Assignar, all information will be available asap. It's as easy as 1,2,3!