How to Import Customer Labour Rates

Overview

In Simpro Premium, you can either manually add customer labour rates when creating a customer, or save time and reduce data entry errors by importing a contract labour rates list to update and associate labour rates to multiple customers at once.

Learn more in How to Create Customers.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Import Customers

To prepare to import customer labour rates into Simpro Premium:

  1. Download and add data to Simpro Premium's Customer Labour Rates Import Template.
  2. Ensure the corresponding customers exist in Simpro Premium. You can manually create or import customers.
  3. Alternatively, you can create your own import list and leave out any fields that do not apply to your customer customers.
    • The customer labour rates import template must contain a Customer Name or Customer ID.
  4. Save your file in your system as a compatible file type: CSV, TXT, or ZIP. Consult your spreadsheet software for file saving instructions if required.
  5. Separate your data using the same or similar headings as the Customer Labour Rates Import Template.
  6. Ensure information is accurate, up-to-date and spelled correctly.
  7. Remove any special characters (such as ? # $ % @ !) as these may not import correctly.
  8. Save your file again.

Customers that you wish to import the labour rates for must exist in Simpro Premium before importing.

A screenshot of the Import Customer Notes page.

To import a customer labour rates' list:

  1. Go to Utilities A screenshot of a schedule icon with a grey calendar icon and an arrow. > Import > Customers > Customer Labour Rates.
  2. Under Import Options - First Record is, select:
    • Header Record if the first row of your customer labour rates list contains column titles.
    • Data Record if the first row contains specific data.
  3. Click Choose File / Browse to locate and open your customer labour rates import file.
  4. When the name of the file displays, click Next.
  5. Match Customer Labour Rates Import Columns as applicable using the drop-down lists.
  6. If you do not want to include a column in the import, select Ignore.
  7. Click Import Customer Labour Rates.

You may wish to test the import process with one or two customer labour rates items before importing an entire list.

After uploading an import file, the Customer Labour Rates Import Complete page displays a breakdown of your import.

After a successful import, it is recommended you manually check customer card files to ensure customer labour rates' data has imported correctly. To do this, go to People A screenshot of a schedule icon with a grey calendar icon and an arrow. > Customers, click a customer, then check the Rates tab for errors.

Learn more in Assign labour rates to customers.

If your customer labour rates import file does not contain columns for Customer Name or Customer ID you must manually assign the appropriate column to the appropriate field when importing or the import fails and you receive an error message.

To amend the error, enter details in the required fields in your import list, assign appropriate columns and restart the import process.

If your file contains errors, an error message displays on the Customer Labour Rates Import Complete page, and the table displays the number of errors found.

Click click here to download a CSV file of import errors. The Error Text column explains why entries failed. Amend your customer contract labour rates' import list accordingly and restart the import process.