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Many customers wish to port over existing data when they purchase the OperationsCommander system. Data imports can be complicated but they start with a clear understanding of what is needed and clean data. A Data Import may have been included with your system purchase or it may incur additional costs. Contact your Account Executive or email support@ops-com.com to find out.

Table of Contents



Preparing your User Data

Your OPS-COM system must be setup and some configuration done before we will import your data. This means the lots and user types in particular must be there. We have attached a sample file that will walk you through what data needs to be provided for a minimal import. If you do not have the information to fill out all columns certain assumptions can be made to enable us to create the profiles. 

Attachments

In general we will import your users, vehicles and permits using this format. Additional data could be considered for import but must be scoped separately and charges will be incurred.

End Result

Your Users will have a profile with their active vehicle linked to it. The correct permit in the correct lot will be associated to the user and the permit will be set to "Renew" so it will be ready to roll over to the next active period. You can start invoicing at the correct amounts after your roll over into the next period. 

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Support Agent Notes

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These are things we need to consider when doing a data import. We need to ensure that we get the client to do all the cleanup and data presentation work so that we have the most up to date info we can.

  • We will do one import to allow clients to work with their data by pulling down to preview and one more before we go live. That is all that is included in the price
  • We will set all usernames to user_1, user_2 etc. Clients can be instructed to tell their users to login with their email addresses. This keeps the data imports separate. Going forward they can use their own strategy for creating usernames.
  • We will assume all License Plates are for vehicles in their home state/province and that they are passenger vehicles, unless they supply us the data differently.
  • Lots must exist in OPS-COM and import sheet must use the same names
  • All Vehicles must be set to Active
  • All Permits must be set to Renewable
  • All Usertypes must be setup in OPS-COM and supplied in the file.
  • We will import into a "ImportSalesWindow" and set it to expiry later so they can test against it.