Overview 

The Import Data section in Settings is a central place to bring data into FieldPie for several modules at once. You upload a file, choose the import target—such as Users, Locations, Plans, Tasks, or Inventory—map your Excel columns to the matching fields, and import. This is convenient when you manage imports for multiple modules from one screen rather than going into each module separately.

Before You Start 

You need administrator access to Settings and permission to import data. Prepare your Excel file so its columns match the target module’s fields, and know which module you are importing into.

How to import data centrally 

1. Click your profile in the top-right corner, then click Settings.

2. Scroll down to the Import Data section and open it.

3. Click Choose File and select the file you want to upload.

4. Select the import target, such as Users, Locations, Plans, Tasks, or Inventory.

5. Click Next to continue. 

6. In the Mapping tab, map the data from your Excel file to the relevant fields.

7. Click Next to continue. 

8. Click Import Data to start importing. 

Tips and Things to Know

• Pick the correct import target so your data lands in the right module. 

• The mapping step is where columns connect to fields—review it carefully. 

• This screen is handy for managing several modules’ imports in one place. 

• Each module also has its own import if you prefer to work within it. 

Frequently Asked Questions