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- In MobileTech Administration, select Load Data.
- Mark the checkboxes for the technicians to load data for, or click 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 checkbox.
Note If there is no data to sync in certain the following lookup tables, this checkbox is marked and cannot be unmarked. You do not need to mark this checkbox if you are adding subsequent users after you have already loaded data and synced lookups. For more information, see Add a MobileTech User.
Call Resolution
Appointment Status
Call Type
Cost Code
Equipment Type
Extended Warranty Type
Manufacturer
Pay Code
Problem Type
Task Status
Unit of Measure
Setup Options
- Select Import. The processing time is determined by the number of technicians, the amount of data to import, and the date range that you entered.
- Select Close.