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- In MobileTech Administration, choose Load Data.
- Mark the check boxes checkboxes for the technicians to load data for, or choose Select All to mark all the technicians in the list.
Enter the date range to include when you load and sync data.
Note We recommend that you limit the date range so only current and relevant data is included and historical data for transactions is not included. For performance reasons, the maximum date range is two months.
Mark the Sync Lookups check box checkbox.
Note If there is no data to sync in certain lookup tables, this check box checkbox is marked and cannot be unmarked. You do not need to mark this check box checkbox if you are adding subsequent users after you have already loaded data and synced lookups. For more information, see Add a MobileTech user.
- Choose Import. The processing time is determined by the number of technicians, the amount of data to import, and the date range that you entered.
- Choose Close.