If you have a spreadsheet of warranties that you'd like to track in Buildr, you can import them directly into the project's Warranty Issues page. If you'd like to start with a template, download one here. Once your spreadsheet is complete, convert it to a CSV.
Accepted Column Fields:
Title (required): Accepts any text
Description: Accepts any text
Status (required): maps to one of: Requested, Open, Pending Approval, Closed, Declined
Priority: Maps to one of: High, Low, empty
Responsible Contractor: Maps to a company in the project directory
Trade: Maps to the Buildr trade list
Location: Maps to any location in the project
Root Cause: Maps to predefined causes listed in your Buildr account
Created By: Maps to any user in the project team (defaults to the current user)
Created At: Accepts any timestamp in the format: YYYY-MM-DD
Closed At: Accepts any timestamp in the format: YYYY-MM-DD
To start, select the appropriate Buildr project then click the Warranty Issues tab. Select the More drop-down and click Import:
Next, click Upload Data From File and select your CSV:
If your CSV file contains column headers, select Yes or Select Another Row. If it does not contain headers, select No Header Row:
Continue through the import wizard and map the spreadsheet values by selecting Confirm Mapping. Make sure to confirm each mapping that you want to import:
Lastly, review your Warranty Issues date and select Continue:
Once you submit the import, the warranties will be created in Buildr.