This utility, first introduced in 7.2.4, now increases what areas you can import data into RTA. These now include Departments, Customers, Equipment, Vehicles, Vendors, Parts and Vehicle Class Codes. The Export and Import functions are now separated into two sub-menus.
- Export out all the available header names by going to System > Utilities > Import/Export > Export (STIE)
- Save and open that file with a spreadsheet
- Compile your master record data in a spreadsheet and copy over the appropriate data you wish to import and save as a text file
- Then go to System > Utilities > Import/Export > Import (STII)
- Check the box of the file you wish to import and choose the file path where the file you wish to import was saved.
- Choose whether you wish to Preview, Test or Run the import. Then click Import
For more information go to the page Import / Export Utilities