What Records Can Be Imported?

When you run the wizard, you can import certain records from another CMMS's database into the TMS database. However, the types of records that you can import with the TMS Quick Convert wizard are limited.

The records that can currently be imported are as follows:

Complete list of modules into which records can be imported

The following table shows the different modules with their items that are allowed to Import data and Update existing records by Quick Convert. In addition, it shows for each item the features that are supported.

Module	Item	Import Records	Update Records	Allow Multi-Segment
Assets	Assets	Supported	Supported	Supported
Assets	Contacts	Supported
Assets	Downtimes	Supported
Assets	Materials	Supported
Assets	Area Codes	Supported
Assets	Building Codes	Supported
Assets	Category Codes	Supported
Assets	Location Codes	Supported
Assets	Site Codes	Supported
Assets	Status Codes	Supported
Assets	Sub Category Codes	Supported
Assets	Type Codes	Supported
Vendors	Contacts	Supported		Supported
Vendors	Contracts	Supported		Supported
Vendors	Material Items	Supported		Supported
Vendors	Models	Supported	Supported	Supported
Vendors	Vendors	Supported	Supported	Supported
Vendors	Currency Codes	Supported
Vendors	FOB Codes	Supported
Vendors	Freight Codes	Supported
Vendors	Ship via Codes	Supported
Contracts	Assets	Supported		Supported
Contracts	Contracts	Supported	Supported	Supported
Contracts	Payments	Supported		Supported
Contracts	Terms	Supported		Supported
Contracts	Category Codes	Supported
Contracts	Status Codes	Supported
Contracts	Sub Category Codes	Supported
Contracts	Terms Codes	Supported
Contracts	Terms Type Codes	Supported
Resources	Contact	Supported		Supported
Resources	Resource Exception	Supported		Supported
Resources	Resources	Supported	Supported	Supported
Resources	Skill Codes	Supported
Resources	Status Codes	Supported
Resources	Type Codes	Supported
Procedures	Procedures	Supported		Supported
Procedures	Sub Procedures	Supported		Supported
Procedures	Status Codes	Supported
Procedures	Type Codes	Supported
Sub Procedures	Choices	Supported		Supported
Sub Procedures	Ranges	Supported		Supported
Sub Procedures	Sub Procedures	Supported		Supported
Work Orders	Assets	Supported
Work Orders	Assignments	Supported
Work Orders	Material Issues	Supported
Work Orders	Procedures	Supported
Work Orders	Time Charges	Supported
Work Orders	Work Orders	Supported	Supported
Work Orders	Action Codes	Supported
Work Orders	Status Codes	Supported
Work Orders	Sub Status Codes	Supported
Work Orders	Skill Codes	Supported
Work Orders	Type Codes	Supported
Work Orders	Priority Codes	Supported
PM Schedules	Assets	Supported
PM Schedules	Assignments	Supported
PM Schedules	PM Schedules	Supported	Supported
PM Schedules	Procedures	Supported
PM Schedules	Category Codes	Supported
PE Schedules	Assignments	Supported
PE Schedules	PE Schedules	Supported	Supported
PE Schedules	Procedures	Supported
General	Account Codes	Supported
General	Warehouse Codes	Supported
General	Term Codes	Supported
General	Tax Codes	Supported
General	Unit of Measure Codes	Supported
General	Shop Codes	Supported
General	Cost Center Codes	Supported

In addition to the codes that are described in the table, Quick Convert allows you to import data for the codes that are related to a custom field. When a custom field is created in TMS and the custom field type is drop down, TMS creates a code list to allow you to load the codes with their valid values for that custom field.