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How to Import Warranty Issues from CSV
How to Import Warranty Issues from CSV

Import a CSV into the warranty issues tool

Edward Gonzalez avatar
Written by Edward Gonzalez
Updated over a week ago

If you have a spreadsheet of warranties you can import it directly into Buildr. We support mapping your spreadsheet columns into Buildr's Title, Description, Status, Priority, Assignee, Location, Trade, Created By, and Created At.

Title (required): accepts any text
Status (required): maps to one of: Requested, Open, Pending Approval, Closed, Declined
Description: accepts any text

Trade: maps to the Buildr trade list
Priority: maps to one of: High, Low, empty
Responsible Contractor: maps to a company in the project directory
Location: maps to any location in the project
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

If you'd like to start with a template, download one here:

Once your spreadsheet is complete, convert it to a CSV.

Now, inside of a Buildr project, navigate to the Warranty Issues tool and click Import CSV:

Next, click Upload data from file and select your CSV:

Now, continue through the import wizard, and map the spreadsheet values to our values. Make sure you confirm each mapping that you want to import into Buildr:

Confirm the import, and warranties will be created in Buildr.

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