Data Import
Data Import Spreadsheet
CBC-PROC-303 Version 1 last review date: Oct, 2024

1.0. The Data Import Process

1.1. The CMMS Data Import Spreadsheet

Latest Version: v25

Download Link: CMMS Data Import Sheet

1.2. The CMMS Work Order Import Spreadsheet

Latest Version: v25

Download Link: CMMS Work Order Import Sheet

1.3 Data Import Steps

Populate the appropriate spreadsheet.
Send the spreadsheet to the CMMS Support Team via cmmssupport@cbcgroup.com.au
CMMS Support Team reviews the sheet and runs it through a validation process.
  • Sometimes some fixes or clarifications are needed before import can occur succesfully.
CMMS Support Team advise that the import is ready to proceed, and request final go-ahead.
CMMS Support Team run the import and confirm success.

2.0. The CMMS Data Import Spreadsheet

2.1. Setup tab

2.2. Site tab

2.3. Asset Types tab

2.4. Assets tab

2.5. Schedules tab

2.6. Catalogue Item Buy Rates tab

2.7. Catalogue Item Sell Rates tab

ℹ️

The CMMS portal now includes the ability to process price changes, such as annual CPI increases, via the Contract Settings view. Data Import via spreadsheet is no longer required.

3.0. The CMMS Work Order Import spreadsheet

3.1. Setup tab

3.2. Work Orders tab

3.3. Assets tab