Overview

A recurring import schedule loads schedule data from Excel on an ongoing basis instead of as a one-time import. You choose your file, map the columns to FieldPie fields, adjust column settings where needed, and configure the import to run on a recurring basis. This is useful when schedule data is generated regularly in another system and needs to flow into FieldPie automatically.

Before You Start

You need access to the Schedules area and permission to import data. Prepare your Excel file so its columns match the relevant FieldPie schedule fields.

How to Set Up a Recurring Import Schedule

1. From the left navigation menu, select Schedules.
2. Click the Recurring Schedule Import icon in the top-right corner.

3. Click Choose File to select the data file you want to import.
4. Click Next to continue.
5. Map each Excel column to the corresponding FieldPie field.

6. If a pencil icon appears next to a column, click it to edit the column settings.
7. Select the checkboxes for the fields you want to include, then click OK.
8. Click Next to move to the final step.
9. Click Import Data to start importing your schedule data.

Tips and Things to Know

• Use this when schedule data is generated regularly and should be imported automatically.
• The mapping works like a standard import, so keep your source file consistent.
• Use the pencil icon to adjust a column’s settings.
• For a one-time import, use a standard schedule import instead.

Frequently Asked Questions