SignsearchPRO support services will import your existing client, location, and project data into PRO. First some background information:
PRO is built upon a hierarchy of Client > Locations > Projects. Your client must have one or more physical locations, and each location can have an unlimited number of projects, be they pending, active, or completed. For example, one of your clients might be Buffalo Wild Wings, Inc.. Their head office is in Minneapolis, MN, and you likely have a corporate / head office contact (name, phone number, email address, etc.) for them. That would be your Client record.
Now, of course Buffalo Wild Wings has a number of locations such as Mall of America in Bloomington, MN (#319), The Brickyard in Chicago, IL (#662), Lemmon Avenue in Dallas, TX (#155) just to name a few, and it's likely that you'd have a contact person (name, phone number, email address, etc.) for each specific location. Each of these would be a unique Location record for the client Buffalo Wild Wings.
Each client location then can have any number of projects over its lifespan. Perhaps at the Lemmon Avenue location alone 5 months ago the channel letter "W" went out and needed to be serviced, then the letter "B" went out the next month with the letter "B" going out yet again a month after that. Each of these "issues" or jobs would be considered a separate Project for this particular client's location.
You may provide us with your data in either Excel or CSV format. Your data can be provided in one of the following options:
- A single CSV or spreadsheet file with one row per project. That file would have columns for client, location and project data. See Sample_A_Import_Client_Location_Project.xlsx attachment below.
- Separate spreadsheets (or separate sheets within a single spreadsheet) or CSV files for your client, locations, and projects. See Sample_B_Import_Client_Location_Project.xlsx attachment below.
We’ll provide you with a secure drop site where you can place your import files, or we can certainly “come and get them” from you if you’d rather if you already have such a secure drop site at your disposal that we could be allowed to access.
Available fields for import, with required fields noted in bold and by *:
client name *
client id (your internal unique identifier for your client)
active (Y/N) *
location name *
location id (your internal unique identifier for this location)
location number (an allowance for an internal "friendly" location identifier unique to this client)
active (Y/N) *
project name *
project id (your internal unique identifier for this project)
projectNumber (an allowance for an internal "friendly" project identifier unique to this client)
projectType (if provided, valid values are: install, manufacture, permit, service, survey, other)
status (if provided, valid values are: pending, out for bid, awarded, complete, cancelled)
(Please contact us if you'd like us to import sign contractor specific project information)