{"id":4203,"date":"2021-10-18T09:26:26","date_gmt":"2021-10-18T03:56:26","guid":{"rendered":"https:\/\/factech.co.in\/blog\/?post_type=ufaq&#038;p=4203"},"modified":"2026-03-18T16:57:42","modified_gmt":"2026-03-18T11:27:42","slug":"how-to-import-bulk-pm-schedules","status":"publish","type":"ufaq","link":"https:\/\/factech.ai\/blog\/ufaqs\/how-to-import-bulk-pm-schedules\/","title":{"rendered":"How to import bulk Maintenance Schedules"},"content":{"rendered":"<div  class=\"ewd-ufaq-faq-list ewd-ufaq-page-type-load_more ewd-ufaq-category-tabs- ewd-ufaq-faq-category-title-accordion\" id='ewd-ufaq-faq-list'>\n\n\t<input type='hidden' name='show_on_load' value='' id='ewd-ufaq-show-on-load' \/>\n<input type='hidden' name='include_category' value='' id='ewd-ufaq-include-category' \/>\n<input type='hidden' name='exclude_category' value='' id='ewd-ufaq-exclude-category' \/>\n<input type='hidden' name='orderby' value='date' id='ewd-ufaq-orderby' \/>\n<input type='hidden' name='order' value='desc' id='ewd-ufaq-order' \/>\n<input type='hidden' name='post_count' value='-1' id='ewd-ufaq-post-count' \/>\n<input type='hidden' name='current_url' value='\/blog\/wp-json\/wp\/v2\/ufaq\/4203' id='ewd-ufaq-current-url' \/>\n\t\n\t\n\t<div class='ewd-ufaq-faqs'>\n\n\t\t<div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-default\" id='ewd-ufaq-post-4203-f0IMxcD8L6' data-post_id='4203'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title '>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='https:\/\/factech.ai\/blog\/ufaqs\/how-to-import-bulk-pm-schedules\/' >\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-square'>\n\t\t\t<span >A<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h4>\n\t\t\t\tHow to import bulk Maintenance Schedules\t\t\t<\/h4>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<h2><span style=\"text-decoration: underline\"><strong>Prerequisite<\/strong><\/span><\/h2>\n<p>Get Ready with the excel for your Maintenance schedule (one in a row). The same can be used for importing housekeeping schedules . Example as below\u2026<\/p>\n<h3><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/what-data-or-input-is-required-to-start-factech-different-services\/asset-ppm_template-2\/\" rel=\"attachment wp-att-12557\">Click here to download Asset &amp; PPM Template<\/a><\/h3>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-4204\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.53.51-AM-300x165.png\" alt=\"\" width=\"627\" height=\"345\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.53.51-AM-300x165.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.53.51-AM-1024x563.png 1024w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.53.51-AM-768x422.png 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.53.51-AM-1536x844.png 1536w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.53.51-AM-850x467.png 850w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.53.51-AM.png 2020w\" sizes=\"auto, (max-width: 627px) 100vw, 627px\" \/><\/p>\n<p>Rules:<\/p>\n<ul>\n<li><span style=\"font-size: 14pt\">Only Name is mandatory, if Asset is selected it should be present in the system.<\/span><\/li>\n<li><span style=\"font-size: 14pt\">Start date: this is the first time when the PM (Schedule &#8211; Preventive Maintenance or Housekeeping, etc.)\u00a0 will be executed, rest the recurrence will be calculated on frequency from this date onwards<\/span><\/li>\n<li><span style=\"font-size: 14pt\">For Frequency, available inputs are as follows<\/span>\n<ul>\n<li><span style=\"font-size: 14pt\">W: Weekly<\/span><\/li>\n<li><span style=\"font-size: 14pt\">M: Monthly<\/span><\/li>\n<li><span style=\"font-size: 14pt\">Q: Quarterly (every 3 months)<\/span><\/li>\n<li><span style=\"font-size: 14pt\">H: Half Yearly (every 6 months)<\/span><\/li>\n<li><span style=\"font-size: 14pt\">Y: Yearly<\/span><\/li>\n<\/ul>\n<\/li>\n<li><span style=\"font-size: 14pt\">Emails: Separated via comma &#8216;,&#8217; By default, the emails will be sent before 2 days of work creation. You can change it after import by selecting the schedule inside pm.<\/span><\/li>\n<li><span style=\"font-size: 14pt\">Instructions: Separated by new line, each instruction will be added under<\/span><br \/>\n<span style=\"font-size: 14pt\">PM which will be cloned while creating the workorders on frequency.<\/span><\/li>\n<\/ul>\n<p><em>Note: Ensure that if Asset Name is present in sheet it must exist under Asset section.<\/em><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<p><strong>Step 1: Starting import<\/strong><\/p>\n<p>Goto PM<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-medium wp-image-4205\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-9.20.54-AM-279x300.png\" alt=\"\" width=\"279\" height=\"300\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-9.20.54-AM-279x300.png 279w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-9.20.54-AM.png 344w\" sizes=\"auto, (max-width: 279px) 100vw, 279px\" \/><\/p>\n<p>On top select 2nd option to import<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-medium wp-image-4206\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.41.30-AM-300x101.png\" alt=\"\" width=\"300\" height=\"101\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.41.30-AM-300x102.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.41.30-AM.png 304w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/p>\n<p>Import wizard will appear, here drag the file or choose it by selecting it from the file explorer and press continue<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-4207\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.54.50-AM-300x70.png\" alt=\"\" width=\"775\" height=\"181\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.54.50-AM-300x70.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.54.50-AM-1024x239.png 1024w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.54.50-AM-768x180.png 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.54.50-AM-1536x359.png 1536w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.54.50-AM-850x199.png 850w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.54.50-AM.png 1882w\" sizes=\"auto, (max-width: 775px) 100vw, 775px\" \/><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<p><strong>Step 2: Importing options<\/strong><\/p>\n<p>After selecting the file, click on next option and select \u2018+ Add new\u2019 option<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-4208\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.55.19-AM-300x83.png\" alt=\"\" width=\"807\" height=\"223\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.55.19-AM-300x83.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.55.19-AM-1024x283.png 1024w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.55.19-AM-768x212.png 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.55.19-AM-850x235.png 850w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.55.19-AM.png 1478w\" sizes=\"auto, (max-width: 807px) 100vw, 807px\" \/><\/p>\n<p>Now Map the excel fields from the system fields and once done click \u2018Upload\u2019 option in the top right of the popup<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-4209\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.56.34-AM-300x113.png\" alt=\"\" width=\"738\" height=\"278\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.56.34-AM-300x113.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.56.34-AM-1024x385.png 1024w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.56.34-AM-768x289.png 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.56.34-AM-1536x577.png 1536w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.56.34-AM-2048x770.png 2048w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-8.56.34-AM-850x320.png 850w\" sizes=\"auto, (max-width: 738px) 100vw, 738px\" \/><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<p><strong>Step 3: View Imported data<\/strong><\/p>\n<p>After Successful import, you can close the importing wizard, and the PM along with schedules will be shown as below with all the details as in the excel sheet.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-4210\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-9.06.51-AM-300x152.png\" alt=\"\" width=\"697\" height=\"353\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-9.06.51-AM-300x152.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-9.06.51-AM-1024x517.png 1024w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-9.06.51-AM-768x388.png 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-9.06.51-AM-1536x776.png 1536w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-9.06.51-AM-2048x1035.png 2048w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/10\/Screenshot-2021-10-18-at-9.06.51-AM-850x429.png 850w\" sizes=\"auto, (max-width: 697px) 100vw, 697px\" \/><\/p>\n<\/div>\n\t\t\n\t\t\t<div class='ewd-ufaq-faq-custom-fields'>\n\n\t\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-permalink'>\n\t\n\t<a href='https:\/\/factech.ai\/blog\/ufaqs\/how-to-import-bulk-pm-schedules\/'>\n\t\t\n\t\tPermalink\t\t <div class='ewd-ufaq-permalink-image'><\/div> \t\n\t<\/a>\n\n<\/div>\n\t\t\n\t\t\t\t<div id=\"respond\" class=\"comment-respond\">\n\t\t<h3 id=\"reply-title\" class=\"comment-reply-title\">Leave a Reply <small><a rel=\"nofollow\" id=\"cancel-comment-reply-link\" 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The same can be used for importing housekeeping schedules . Example as below\u2026 Click here to download Asset &amp; PPM Template Rules: Only Name is mandatory, if Asset is selected it should be present<\/p>\n","protected":false},"author":1,"featured_media":4204,"comment_status":"open","ping_status":"closed","template":"","ufaq-category":[485,1216,171,1801],"ufaq-tag":[1922,1923,1921,2221,2222,1924,2220,1920],"ufaq_folder":[],"class_list":["post-4203","ufaq","type-ufaq","status-publish","has-post-thumbnail","hentry","ufaq-category-asset-management","ufaq-category-facility-management-system","ufaq-category-get-started","ufaq-category-work-order","ufaq-tag-how-add-pm-in-bulk","ufaq-tag-how-to-add-maintenance-schedule-plan-in-cmms","ufaq-tag-how-to-add-pm-schedule","ufaq-tag-how-to-import-checklists","ufaq-tag-how-to-import-housekeeping-schedules","ufaq-tag-how-to-import-maintenance-plan-calendar-in-kaizen-cafm","ufaq-tag-import-maintenance-schedules","ufaq-tag-import-preventive-maintenance-schedules"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"Prerequisite Get Ready with the excel for your Maintenance schedule (one in a row). 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