Load Data

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

Each time you load data, technicians are loaded in batches of 5. Lookups are processed first, followed by all items that are available to sync in the WSMobileTechSync table are processed first. To edit the number of technicians processed in the batch, in the MobileTechAdmin.exe.config, edit the numeric value in line <add key=LoadDataTechBatchCount' value="5">.

The progress information for the process is displayed as Integration Synchronization. After each technician is loaded, the check box is unmarked.

If any of the required lookup tables are missing records after the load data process, the Sync Lookups checkbox remains marked and disabled and the View Missing Lookups button is displayed. Select the View Missing Lookups button to display a popup window that lists the required lookups that do not have any records in their table. The required tables include callresolution, appointmentstatus, calltype, costcode, equipmenttype, extendedwarrantytype, manufacturer, paycode, problemtype, taskstatus, unitofmeasure, setupoption.

If your company does not use the displayed required lookup(s), like the Extended Warranty Type, you do not have to do anything. This does not indicate that you have missing or bad data. 

To load technician data:

1. In MobileTech Administration, select Load Data.

2. Mark the checkboxes for the technicians to load data for, or click Select All to mark all the technicians in the list.

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

   Note: We recommend limiting 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. 
   Note: If there is no data to sync in 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 Option

5. 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.

6. Select Close.