Excel Integration Mappings

Resources

* = Required

Field Name: Description: Data Type: Accepted Values:
ResourceId* Machine Name or ID String  
CapabilityId* Controls which operations can schedule on the Resource. String  
StandardHourlyCost Cost of running this machine during normal hours of operation per hour Decimal  
OvertimeHourlyCost Cost of running this machine overtime per hour Decimal  
HeadStartSpanHours How early a machine can start an operation before it’s JIT start date Double  
CapacityType If Finite then only one Activity can be performed on the Resource at any point in time. If Infinite then any number can be performed simultaneously. String SingleTasking (default)
Infinite
MultiTasking
ExcludeFromGantt Hide Machine from Gantt Boolean  
ResourceType Type of physical resource String Machine
Operator
Supervisor
Engineer
Inspector
Team
Labor
Equipment
Tool
Subcontractor
Cell
WorkArea
WorkCenter
Bay
Transport
Container
Special
Technician
Fixture
Employee
Tank
Inbox
ResourceDescription Notes Field String  
SortOrder Sort order of Resources on Gantt Int  
 ShiftNotes Not Imported: Please provide notes on Shift schedule for selected Resource
Example:
Shift 1= 8 hours, 7 days/week
Shift 2 = 6 hours, 5 days/week
   

InventoryItems

* = Required

Field Name: Description: Data Type: Accepted Values:
ItemId* Item Name or ID String  
OnHandQuantity* On-Hand Quantity of the Item Double  
ItemDescription* Item Description String  
WarehouseId* Warehouse where Item is stored String  
Cost Standard cost of the item per unit (for mfg.’d items, it is the labor/material cost per unit) Decimal  
ShelfLifeHrs The shelf-life or expiration period of an item in Hours Double  
ItemLeadTimeDays Lead-Time for the Item for  specific Inventory record Double  
MaxInventory Maximum Inventory level for an Item Double  
SafetyStockLevel Machine Name or ID String  
ItemType Type of Item String RawMaterial
SubAssembly
FinishedGood
Intermediate
Resource
Source Whether the item is Purchased, Manufactured or Both String Purchased
Manufactured
PurchasedOrManufactured
MRPProcessing How MRP satisfies demand for inventory item String Ignore
GenerateJobs
GeneratePurchaseOrders
SetJobNeedDatesOnly
TemplateId ID or Name of Template Job for item String  

Job

* = Required

Field Name: Description: Data Type: Accepted Values:
JobId* Job Name or ID String  
ProductItemId* Item Name or ID of the Primary Product of the Job String  
ProductItemQty* Total quantity of the primary item produced by Job Double  
WarehouseId* Warehouse where Item is stored String  
DueDate* Customer Need Date for Job DateTime  
Customer Customer Name String  
Revenue Revenue associated with the Job Decimal  
SalesOrderNumber The Sales Order number the Job is associated with String  
Color Custom Job Color Field String WebColor Names like ‘red’, ‘blue’ etc…
More examples can be found here
Priority Job Priority (lower value indicating higher importance) Int  

JobOperations

* = Required

Field Name: Description: Data Type: Accepted Values:
JobId* Job Name or ID String  
OperationId* Operation Name or ID String  
HoursPerCycle* The amount of time required to run a cycle of the step Double not 0 or neg
QuantityPerCycle* Qty of product produced during each cycle Double  
MachineCapabilityId* Required Capability that controls on which Resources the Operation can schedule
Note: Must be a valid CapabilityId on the Resources tab
String  
LaborCapabilityId Optional Capability that controls on which Resources the Operation can schedule
Note: Must be a valid CapabilityId on the Resources tab
String  
ToolCapabilityId Optional Capability that controls on which Resources the Operation can schedule
Note: Must be a valid CapabilityId on the Resources tab
String  
CoProductItemId ItemId of a CoProduct like a tool
Note: Must be a valid ItemId on the InventoryItems tab
String  
CoProductQty Quantity of a CoProduct produced
Note: Must be a valid ItemId on the InventoryItems tab
double  
CoProductWarehouseId Warehouse where Item is stored String  
SetupHours Hours of setup on the routing/operation  step Double  
CanPause Can Operation span Offline Time (Default=TRUE) String TRUE
FALSE
NULL

JobMaterials

* = Required

Field Name: Description: Data Type: Accepted Values:
JobId* Job Name or ID String  
OperationId* Operation Name or ID String  
MaterialItemId* ID or Name of a required Material Component
Note: must exist as an item on InventoryItems Tab
String  
MaterialQty* Required Quantity of the Item Double  
MaterialWarehouseId* Warehouse from which Item is pulled String  
ConstraintType* How the operation can be scheduled based on material availability String NonConstraint
ConstrainedByEarlierOfLeadTimeOrAvailableDate
ConstrainedByAvailableDate

PurchaseOrders

* = Required

Field Name: Description: Data Type: Accepted Values:
POId* PurchaseOrder Name or ID String  
ItemId* Item Name or ID associated with Purchase Order line
Note: ItemId must exist in Inventory Items tab
String  
WarehouseId* Warehouse where Item is stored String  
Qty* Qty of Item being Purchased Double  
ReceiptDate* Receipt date for the Purchase Order DateTime  
Vendor Vendor Name or ID String  
UnloadHrs Amount of time it takes to make received purchases available in Inventory Double  
Firm Firm Flag Boolean TRUE
FALSE
DEFAULT = FALSE

SalesOrders

* = Required

Field Name: Description: Data Type: Accepted Values:
SOId* Sales Order Name or ID String  
SOLineNumber* Sales Order Line Number Int  
ItemId* Sales Order Line Item Name or ID
Note: ItemId must exist on InventoryItems Tab
String  
WarehouseId* Warehouse where Item is stored String  
Quantity* Item Qty Double  
RequiredDate* Sales Order Required Devilery Date DateTime  
Customer Customer Name or ID String  
SalesAmount Slaes price attached to the Sales Order Decimal  
SalesPerson Job Name or ID String  
Cancelled Cancelled Flag Boolean TRUE
FALSE
DEFAULT = FALSE
ExpirationDate Date the Sales Order offer is no longer valid DateTime  

Forecasts

* = Required

Field Name: Description: Data Type: Accepted Values:
ForecastId* Forecast Name or ID String  
ItemId* Item Name or ID
Note: ItemId must exist on InventoryItems Tab
String  
ItemWarehouseId* Warehouse where Item is stored String  
Quantity* Item Qty Double  
RequiredDate* Forecast Order Delivery Date DateTime  

TemplateJobs

* = Required

Field Name: Description: Data Type: Accepted Values:
TemplateId* Job Name or ID String  
ProductItemId* Item Name or ID of the Primary Product of the Job String  
ProductItemQty* Total quantity of the primary item produced by one cycle. Usually 1. Double  
ProductWarehouseId* Warehouse where Item is stored String  
Color Custom Job Color Field String WebColor Names like ‘red’, ‘blue’ etc…
More examples can be found here
Priority Job Priority (lower value indicating higher importance) Int  

TemplateOperations

* = Required

Field Name: Description: Data Type: Accepted Values:
TemplateId* Job Name or ID String  
OperationId* Operation Name or ID String  
HoursPerCycle* The amount of time required to run a cycle of the step Double not 0 or neg
QuantityPerCycle* Qty of product produced during each cycle Double  
MachineCapabilityId* Required Capability that controls on which Resources the Operation can schedule
Note: Must be a valid CapabilityId on the Resources tab
String  
LaborCapabilityId Optional Capability that controls on which Resources the Operation can schedule
Note: Must be a valid CapabilityId on the Resources tab
String  
ToolCapabilityId Optional Capability that controls on which Resources the Operation can schedule
Note: Must be a valid CapabilityId on the Resources tab
String  
CoProductItemId ItemId of a CoProduct like a tool
Note: Must be a valid ItemId on the InventoryItems tab
String  
CoProductQty Quantity of a CoProduct produced
Note: Must be a valid ItemId on the InventoryItems tab
double  
CoProductWarehouseId Warehouse where Item is stored String  
SetupHours Hours of setup on the routing/operation  step Double  
CanPause Can Operation span Offline Time (Default=TRUE) String TRUE
FALSE
NULL

TemplateMaterials

* = Required

Field Name: Description: Data Type: Accepted Values:
TemplateId* Job Name or ID String  
OperationId* Operation Name or ID String  
MaterialItemId* ID or Name of a required Material Component
Note: Must exist as an item on InventoryItems Tab
   
MaterialQty* Required Quantity of the Item Double  
MaterialWarehouseId* Warehouse from which Item is pulled String  
ConstraintType* How the operation can be scheduled based on material availability String NonConstraint
ConstrainedByEarlierOfLeadTimeOrAvailableDate
ConstrainedByAvailableDate