Rules for Editing Device/Task Export Data

Rules for Editing Device/Task Export Data

When updating or adding Device and Task data using the Export and Import features, it's important to follow the specific rules for each data element. Rule and available data will vary depending on whether you are working with Projects, Live Sites, or Favorites. Following these rules carefully will help you to ensure success and avoid errors during the import process. 

Click the image below to go to the complete list: 

For steps to update existing Devices/Tasks using import, refer to: 
Updating Devices/Tasks Using Export and Import

For steps to add new Devices/Tasks, refer to:
Adding Project Devices/Tasks Using Import

For steps to add new Favorites using export/import, refer to: 
Adding Favorite Devices/Tasks Using Import



    • Related Articles

    • Updating Project Devices/Tasks Using Export and Import

      Using SiteOwl’s export/import feature is the most efficient way to update large numbers of Project Devices and Tasks. This approach supports the following: Modifying the value of certain fields. While not all fields can be updated using import, the ...

    • Device Photo Export for Projects

      For an overview of all available Project Reports, go here: Overview of All Reports for SiteOwl Projects Access the Device Photo Export from the Reports link in the Project Card: Select up to 20 Project Plans to include in the export. Files will ...

    • Adding Project Devices/Tasks Using Import

      The typical method of adding Devices and Tasks to a Plan is to drag and drop each item to the Plan and update its details. This approach can be fast and easy, especially when using Favorites for consistent and accurate results. However, there may be ...

    • SiteOwl Computer & Device Requirements

      In this article, you'll find SiteOwl system requirements, hardware recommendations, and supplementary equipment tips. Following these guidelines will help to ensure that the software performs at its best. Web Application Minimum Specifications ...

    • Editing Buildings and Plans

      After establishing an Account's location in the Plan Library (Site, Building(s) and Plan(s)) you can edit and update this information at any time. 1) First, navigate to the Account and select the Plan Library menu option. 2) The Account's existing ...