Notifications
Announcements
No record found.
Hi Everyone,
Have a situation that i need resolved.
For reasons beyond our control, we have to create almost 700 work orders(WO) in FS.
Is there a way I can create multiple WO by uploading(excel) in Field Service?
Or is there another work around our team could use?
Thank you
Possibly you can use the Import function (Advanced Settings, Settings, Data Management), but would need proper Template Exported for WO data. IE move your spread sheet data into proper columns in Exported Template. I've not tried such a challenge.
I would recommend the following actions:
I find SSIS using Kingsway soft connector is usually better in this type of situation. It's free to use in Visual Studio desktop and if you make an error it's far easier to re run to update if you send output to SQL
Since 700 records is a low count, I would recommend the standard data import functionality in CRM.
Create a CSV file with work order mandatory fields.
settings select data management
Data management select imports
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Tom_Gioielli 61 Super User 2025 Season 2
Siv Sagar 52 Super User 2025 Season 2
Daniyal Khaleel 42 Most Valuable Professional
