Load Data

You must load data into the organizational database for each technician you select. Any data that is associated with open calls and appointments for each technician, and for the specified date range, is included.

Each time you load data, lookups are processed first, followed by all items that are available to sync in the WSMobileTechSync table are processed first. The progress information for the process is displayed as Integration Synchronization.

1. In MobileTech Administration, choose Load Data.
2. Mark the checkboxes for the technicians to load data for, or choose Select All to mark all the technicians in the list.

3. Enter the date range to include when you load and sync data. 

   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.

4. Mark the Sync Lookups checkbox. 

   If there is no data to sync in certain 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.

5. 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.
6. Choose Close.