Import your jobs in Ermeo

With Ermeo, you can plan several jobs quickly.

Jobs are imported using an Excel file.

If the pending status appears during an import, you need to wait a few minutes and then try the import again.

Import template for your interventions:

The following columns must be present in the import file.

Colonne	Présence de la valeur	Informations complémentaires
code	Mandatory if intervention update / Optional if intervention creation	How do I get existing codes? Export the interventions that you want to update to retrieve their code (intervention tab, select by checking the interventions to update, click on action, click on export, click on download) the 1st column of the XLS table contains the codes of your interventions
name	Mandatory	The title of your intervention
status	Mandatory	Type "todo" for a planned intervention
planned_timezone	Mandatory	Europe/Paris
planned_start_date	Mandatory	Accepted format: DD/MM/YYYY hh:mm
planned_end_date	Optional	Accepted format: DD/MM/YYYY hh:mm
asset	Optional	Enter the code of the resource on which you want the intervention to be carried out. To obtain this code, you can export your assets
document	Mandatory	Enter the code of the document with which you want the intervention to be carried out. To obtain this code, you can export your documents
users	Optional	Enter the username of the user to whom you want to assign the intervention. The username is the login with which the user logs in. If there are several users, separate the usernames with ";"
Teams		Import scheduling is done by user only. This column is therefore optional in the import file.

You can also specify job attributes. These attributes are defined by you and allow you to enter data for each intervention.

Background: A supervisor wants to plan a large number of interventions using intervention imports.

First of all, to have an Excel file template, it is best to export a procedure that has already been planned. You must first plan a job.
Then select the planned job from the list of planned jobs. Then click on ‘Export jobs’.

Fill in the various rows and columns of the exported Excel file. The columns must remain in the order described earlier in this article. The column names must not be changed.
After the users column, you can add the columns corresponding to your intervention attributes
Once your file has been configured, return to the platform in the ‘Interventions’ tab. Then click on Import.

You can view the different attributes of your file and the correspondence with the existing attributes on the Ermeo platform.

The ‘empty code column’ message appears to warn you that you are about to create new interventions.

Click Next. You can see the status of the import in the list of imports. Your jobs have been imported into the platform.

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Note

If your file contains errors, Ermeo will generate an error file. This file contains the tasks that could not be imported. The columns that are the source of errors appear in red in the file. You can also move your mouse over the error source column to see the details of the error message.
You can therefore import new jobs or update existing ones. The difference is in the code column of your import file: -To create new jobs, the code column must remain empty. -To update existing jobs, the code column will contain the codes of the jobs you wish to modify.
During an import (resources or interventions), using an Excel file, the import is done from the top of the file to the bottom. First, line 1 of the file is imported, then line 2, then line 3 and so on.
The error file is generated only if your import file contains errors. You can make your modifications to this file, then use it directly as a new import file. Interventions (as long as the ‘code’ column is filled in) will not be created twice.
It is not possible to cancel an import while it is in progress.