HEMS One - Import Wizard

To access the Import Wizard, click on the hamburger menu on the upper left of the HEMS One screen (1). Then select the Activities menu (2) and the Import Wizard submenu (3).

HOIW1.png

 

Choose a file to upload (1) or download the Import Wizard Template (2).

HOIW2.png

Once an Excel workbook is chosen, Import Wizard will clarify which worksheet in the workbook is going to be used for import. Click on the worksheet name of the file being used for importing. In the example below, the HEMS Data sheet is being selected out of the Import Example workbook file.

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Once a file is selected, a preview of the information will show up on the HEMS Import Wizard screen. Click on the Import button to import the data.

HOIW4.png

 

If any of the records are not imported for any reason, a message will appear in red stating that, “The following equipment items were not imported” (1), and the reason the import was canceled will appear in the “creason” column (2).

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