WemoticsDocumentation

Settings

Data Import

Use Data Import to quickly migrate existing data into Wemotics from CSV or Excel files.

You can import

  • Customers
  • Employees
  • Jobs
  • Inventory

This feature is designed to simplify migration from spreadsheets or other workshop management systems, eliminating the need to recreate records manually.

Important

Before importing, ensure your spreadsheet contains clearly organized data with column headers.

Choose What to Import

Select the type of data you want to import.

Customers

Import customer information, including contact details and company information.

Employees

Import employee records, including personal information, contact details, and employment data.

Jobs

Import repair jobs together with related customer, vehicle, and job information.

Inventory

Import inventory items, including parts, product information, pricing, suppliers, and stock quantities.

Click Import to begin the import process.

Import Process

The import wizard guides you through five simple steps.

Steps

  • Upload
  • Map Fields
  • Settings
  • Preview
  • Import

1. Upload

Upload the spreadsheet containing the data you want to import.

Supported file formats

  • CSV
  • XLSX
  • XLS

You can either

  • Drag and drop the file into the upload area.
  • Click the upload area to browse and select a file from your computer.

Once the file has been uploaded successfully, click Continue.

2. Map Fields

Match the columns from your spreadsheet to the corresponding fields in Wemotics.

Every spreadsheet or workshop management system may use different column names. During this step, you choose which column from your file should be imported into each Wemotics field.

For example, your file may contain different column names than those used in Wemotics. Instead of requiring a specific template, the system allows you to manually map each column to the appropriate field.

This makes it possible to import data from virtually any spreadsheet or third-party software export without modifying the original file.

If a column is not required, you can select Skip to exclude it from the import.

Important

All required Wemotics fields must be mapped before you can continue. Carefully review your mappings to ensure data is imported into the correct fields.

3. Settings

Configure the available import options before processing the file.

Available settings may vary depending on the type of data being imported.

4. Preview

Review your data before completing the import.

The preview allows you to verify

  • Field mappings
  • Data formatting
  • Required fields
  • Potential import issues

If necessary, return to the previous steps to make adjustments before importing.

5. Import

Complete the import process.

Once confirmed, Wemotics imports the data and creates the corresponding records in the system.

After the import finishes, review the results to verify that all records have been imported successfully.

Wizard Controls

Back

Returns to the previous step without removing the uploaded file or your configured field mappings.

Continue

Moves to the next step of the import process.

The button becomes available once all required actions for the current step have been completed.

Close

Closes the import wizard.

If the import has not been completed, any unsaved progress may be lost.