Work Order Import with Plan Association

 Import work orders from a CSV file

You can create or update multiple work orders at once by importing a CSV file. This is useful for bulk-creating work orders from an external system or associating a set of work orders with a specific work package (plan).

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Before you start

• You need the Import work orders permission.
• Your file must be in CSV format (.csv). Excel files are not supported.
• Mandatory columns are: Site ID, Work order type, Name, and Priority.
• All other columns are optional.

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Step 1: Configure field mappings

Field mappings tell Shoreline which column in your CSV corresponds to which work order field. You only need to configure this once — mappings are saved for future imports.

1. Navigate to Import > Work orders.
2. In the Field mappings section, review the list of available fields. Each row shows:
   • The Shoreline field name on the left
   • An editable text box in the middle — enter the exact column header from your CSV
   • A mapping type on the right (One-to-one, One-to-multiple, or Fixed value)
3. Fields marked with * are mandatory and must be mapped.
4. Click Save to store your mappings, or Use default field names to reset to defaults.

Two additional options appear at the bottom of the mapping section:

• Ignore empty cells — if a cell is blank, the existing value on the work order is preserved (rather than overwritten with blank).
• Ignore missing columns — if a mapped column is absent from the CSV entirely, the existing value is preserved.

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Step 2: Prepare your CSV

Your CSV file must include at minimum the four mandatory columns. A header row is required.

Mandatory columns

Optional columns (selection)

Accepted date formats: DD/MM/YYYY, DD.MM.YYYY, D/M/YYYY, D.M.YYYY, YYYY-MM-DD

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Step 3: Associate work orders with a work package

To link imported work orders to a work package (plan), include a Work package column in your CSV and enter the work package's name or external ID in each row.

• If the value matches a work package by name or external ID, the work order is linked to it automatically.
• If no match is found, the import fails for that row with the message: "Work Package '[value]' does not exist or you don't have access to it."
• If your company requires all work orders to have a work package, leaving this column empty will also cause a row to fail.

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Step 4: Upload and import

1. In the Upload and import section, click Choose file and select your CSV.
2. Click Upload and import to Work order.
3. The import runs and shows a progress summary: rows processed, created, updated, and any failures.
4. Review any failed rows — each failure includes the row number and a description of the problem.

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Common error messages