Bulk upload: Incoming Events by Integration Type

This is uploaded through Spreadsheets into your SpyderFlow and is in the Spreadsheet format from your exports.

What type of Data do you need to upload/to which area? – This is tasked to your SpyderFlow Administrator or Manager with allocated permissions.

Permission Role required: Manager Role

List of Incoming Events

Located: Main Menu –> System Interface –> Incoming Events

Select +Create New

+Create New

• Click the +Create New button from List of Incoming Events page
• Choose the Integration type from drop down

Integration types

• Area
• Asset
• Client
• Company
• Contractor
• Item
• Project
• Rate Group
• Request
• Supplier

Note! Asset type includes both Properties and Assets

• +Choose your File to Import.
• Click to upload, filename field will show your file. Check this is correct.
• Click to Save. Upload should begin.

File upload to SpyderFlow

• File upload will begin in Created Status and progress to Processed in Incoming Events.
• If upload is successful your data will be processed and show in the required areas of SpyderFlow correctly.
• If unsuccessful then the status will show Failed in Incoming Events
• If upload is failed, check your file, correct any errors and reprocess file to upload again.

Note: File uploaded is in flat file format. There may need to be some manual updating of fields and data after upload for maps, street view property pictures etc.

File Format: Export Spreadsheets from the integration type of SpyderFlow you want to upload to. For example: if Asset upload then export Asset Spreadsheet with required tabs, fill in data by required columns and if error occurs modify to reprocess. Your SpyderFlow Administrator can advise correct process and format of these Spreadsheets.

Tip! Once Orders are created from properties do not modify address details, as this may affect progression of orders created prior to address change.