Resources

* = Required

Field Name: Description: Data Type: Accepted Values:
ResourceId* Machine Name or ID String
CapabilityId* Controls which operations can schedule on the Resource. String
StandardHourlyCost Cost of running this machine during normal hours of operation per hour Decimal
OvertimeHourlyCost Cost of running this machine overtime per hour Decimal
HeadStartSpanHours How early a machine can start an operation before it’s JIT start date Double
CapacityType If Finite then only one Activity can be performed on the Resource at any point in time. If Infinite then any number can be performed simultaneously. String SingleTasking (default)
Infinite
MultiTasking
ExcludeFromGantt Hide Machine from Gantt Boolean
ResourceType Type of physical resource String Machine
Operator
Supervisor
Engineer
Inspector
Team
Labor
Equipment
Tool
Subcontractor
Cell
WorkArea
WorkCenter
Bay
Transport
Container
Special
Technician
Fixture
Employee
Tank
Inbox
ResourceDescription Notes Field String
SortOrder Sort order of Resources on Gantt Int
 ShiftNotes Not Imported: Please provide notes on Shift schedule for selected Resource
Example:
Shift 1= 8 hours, 7 days/week
Shift 2 = 6 hours, 5 days/week

InventoryItems

* = Required

Field Name: Description: Data Type: Accepted Values:
ItemId* Item Name or ID String
OnHandQuantity* On-Hand Quantity of the Item Double
ItemDescription* Item Description String
WarehouseId* Warehouse where Item is stored String
Cost Standard cost of the item per unit (for mfg.’d items, it is the labor/material cost per unit) Decimal
ShelfLifeHrs The shelf-life or expiration period of an item in Hours Double
ItemLeadTimeDays Lead-Time for the Item for  specific Inventory record Double
MaxInventory Maximum Inventory level for an Item Double
SafetyStockLevel Machine Name or ID String
ItemType Type of Item String RawMaterial
SubAssembly
FinishedGood
Intermediate
Resource
Source Whether the item is Purchased, Manufactured or Both String Purchased
Manufactured
PurchasedOrManufactured
MRPProcessing How MRP satisfies demand for inventory item String Ignore
GenerateJobs
GeneratePurchaseOrders
SetJobNeedDatesOnly
TemplateId ID or Name of Template Job for item String

Job

* = Required

Field Name: Description: Data Type: Accepted Values:
JobId* Job Name or ID String
ProductItemId* Item Name or ID of the Primary Product of the Job String
ProductItemQty* Total quantity of the primary item produced by Job Double
WarehouseId* Warehouse where Item is stored String
DueDate* Customer Need Date for Job DateTime
Customer Customer Name String
Revenue Revenue associated with the Job Decimal
SalesOrderNumber The Sales Order number the Job is associated with String
Color Custom Job Color Field String WebColor Names like ‘red’, ‘blue’ etc…
More examples can be found here
Priority Job Priority (lower value indicating higher importance) Int

JobOperations

* = Required

Field Name: Description: Data Type: Accepted Values:
JobId* Job Name or ID String
OperationId* Operation Name or ID String
HoursPerCycle* The amount of time required to run a cycle of the step Double not 0 or neg
QuantityPerCycle* Qty of product produced during each cycle Double
MachineCapabilityId* Required Capability that controls on which Resources the Operation can schedule
Note: Must be a valid CapabilityId on the Resources tab
String
LaborCapabilityId Optional Capability that controls on which Resources the Operation can schedule
Note: Must be a valid CapabilityId on the Resources tab
String
ToolCapabilityId Optional Capability that controls on which Resources the Operation can schedule
Note: Must be a valid CapabilityId on the Resources tab
String
CoProductItemId ItemId of a CoProduct like a tool
Note: Must be a valid ItemId on the InventoryItems tab
String
CoProductQty Quantity of a CoProduct produced
Note: Must be a valid ItemId on the InventoryItems tab
double
CoProductWarehouseId Warehouse where Item is stored String
SetupHours Hours of setup on the routing/operation  step Double
CanPause Can Operation span Offline Time (Default=TRUE) String TRUE
FALSE
NULL

JobMaterials

* = Required

Field Name: Description: Data Type: Accepted Values:
JobId* Job Name or ID String
OperationId* Operation Name or ID String
MaterialItemId* ID or Name of a required Material Component
Note: must exist as an item on InventoryItems Tab
String
MaterialQty* Required Quantity of the Item Double
MaterialWarehouseId* Warehouse from which Item is pulled String
ConstraintType* How the operation can be scheduled based on material availability String NonConstraint
ConstrainedByEarlierOfLeadTimeOrAvailableDate
ConstrainedByAvailableDate

PurchaseOrders

* = Required

Field Name: Description: Data Type: Accepted Values:
POId* PurchaseOrder Name or ID String
ItemId* Item Name or ID associated with Purchase Order line
Note: ItemId must exist in Inventory Items tab
String
WarehouseId* Warehouse where Item is stored String
Qty* Qty of Item being Purchased Double
ReceiptDate* Receipt date for the Purchase Order DateTime
Vendor Vendor Name or ID String
UnloadHrs Amount of time it takes to make received purchases available in Inventory Double
Firm Firm Flag Boolean TRUE
FALSE
DEFAULT = FALSE

SalesOrders

* = Required

Field Name: Description: Data Type: Accepted Values:
SOId* Sales Order Name or ID String
SOLineNumber* Sales Order Line Number Int
ItemId* Sales Order Line Item Name or ID
Note: ItemId must exist on InventoryItems Tab
String
WarehouseId* Warehouse where Item is stored String
Quantity* Item Qty Double
RequiredDate* Sales Order Required Devilery Date DateTime
Customer Customer Name or ID String
SalesAmount Slaes price attached to the Sales Order Decimal
SalesPerson Job Name or ID String
Cancelled Cancelled Flag Boolean TRUE
FALSE
DEFAULT = FALSE
ExpirationDate Date the Sales Order offer is no longer valid DateTime

Forecasts

* = Required

Field Name: Description: Data Type: Accepted Values:
ForecastId* Forecast Name or ID String
ItemId* Item Name or ID
Note: ItemId must exist on InventoryItems Tab
String
ItemWarehouseId* Warehouse where Item is stored String
Quantity* Item Qty Double
RequiredDate* Forecast Order Delivery Date DateTime

TemplateJobs

* = Required

Field Name: Description: Data Type: Accepted Values:
TemplateId* Job Name or ID String
ProductItemId* Item Name or ID of the Primary Product of the Job String
ProductItemQty* Total quantity of the primary item produced by one cycle. Usually 1. Double
ProductWarehouseId* Warehouse where Item is stored String
Color Custom Job Color Field String WebColor Names like ‘red’, ‘blue’ etc…
More examples can be found here
Priority Job Priority (lower value indicating higher importance) Int

TemplateOperations

* = Required

Field Name: Description: Data Type: Accepted Values:
TemplateId* Job Name or ID String
OperationId* Operation Name or ID String
HoursPerCycle* The amount of time required to run a cycle of the step Double not 0 or neg
QuantityPerCycle* Qty of product produced during each cycle Double
MachineCapabilityId* Required Capability that controls on which Resources the Operation can schedule
Note: Must be a valid CapabilityId on the Resources tab
String
LaborCapabilityId Optional Capability that controls on which Resources the Operation can schedule
Note: Must be a valid CapabilityId on the Resources tab
String
ToolCapabilityId Optional Capability that controls on which Resources the Operation can schedule
Note: Must be a valid CapabilityId on the Resources tab
String
CoProductItemId ItemId of a CoProduct like a tool
Note: Must be a valid ItemId on the InventoryItems tab
String
CoProductQty Quantity of a CoProduct produced
Note: Must be a valid ItemId on the InventoryItems tab
double
CoProductWarehouseId Warehouse where Item is stored String
SetupHours Hours of setup on the routing/operation  step Double
CanPause Can Operation span Offline Time (Default=TRUE) String TRUE
FALSE
NULL

TemplateMaterials

* = Required

Field Name: Description: Data Type: Accepted Values:
TemplateId* Job Name or ID String
OperationId* Operation Name or ID String
MaterialItemId* ID or Name of a required Material Component
Note: Must exist as an item on InventoryItems Tab
MaterialQty* Required Quantity of the Item Double
MaterialWarehouseId* Warehouse from which Item is pulled String
ConstraintType* How the operation can be scheduled based on material availability String NonConstraint
ConstrainedByEarlierOfLeadTimeOrAvailableDate
ConstrainedByAvailableDate