Export Technician Data and Work Order Certificate

Export technician and work order certificate data from the Roster import tool in CSV, excel, or tab-delimited formats. The exported file matches the required import format, reducing manual adjustments and streamlining data imports. Use this feature to update records, transfer data between systems, or keep backups.

1. Go to Service Providers > Provider Sites.

2. Select a provider.

3. Click Roster.

4. On the Roster page, click Import data.

5. On the Import data window, select one:

   • Technician data: Includes name, title, address, language, username, and more.

   • Work order certificate: Includes username, client name, certificate number, and validation dates.

6. In the Export current values field, select a format:

   • CSV

   • Excel document

   • Tab delimited

7. Click Export.

   The document downloads to your browser’s downloads folder.