How can I export my Work orders to csv to import i...
# ask-stanley-ai
a
How can I export my Work orders to csv to import into sandbox account
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AI generated answer (using internal Slack threads):
To export your Work Orders to a CSV file for import into a sandbox account, you can follow these steps: 1. Create a Saved Search in your production account that includes all the fields you need for your Work Orders. Make sure to include all necessary fields that are required for creating a Work Order. 2. Run the Saved Search and then export the results to a CSV file. You can do this by clicking on the 'Export' option and then selecting 'CSV'. 3. Now, you can import this CSV file into your sandbox account. Go to Setup > Import/Export > Import CSV Records. 4. Choose the record type as 'Transactions' and the import type as 'Work Orders'. 5. Upload your CSV file and map the fields accordingly. Make sure the field mapping matches with the CSV file you exported from the production account. 6. Click 'Next' and then 'Finish' to start the import process. Please note that if you don't see Work Orders in the list of Record Types in CSV import, it might be due to your account settings or permissions. You might need to check with your account administrator or use a 3rd party tool to import the Work Orders. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.840036809
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837466061
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.826260209
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