Field Mappings and File Types

This page contains field mappings for the Imports regist

Registers

Contacts

This is used for importing both Contacts and Users.

Column heading	Maps to	Required?	Default	Description
Event ID		Yes		The Eevent id of the event to add the contact to. If you want to want to import to a Global Event, then use the ID of the Global Event.
Contact ID	id			The system ID for a contact record. If specified, it will attempt to find a match and if one is found it will update the contact record. To add new contact records, either do not have this field in your spreadsheet or set it to blank.
Contact Status	status		1	Status of the contact. Options are ‘1' (active) and ‘-1’ (inactive). Defaults is '1'(active).
Contact Type	contactType		individual	The type of contact record. Valid options, are ‘individual’ or ‘organisation’. Default type is ‘individual’.
Is User	isUser		0	If enabled, a system User Account will be created for the Contact allowing them to login to Crisisworks. Allowed options, 1, 0 , 'Yes', 'No'. Default option is 'No'(0).
First Name	firstName			Sets the contact's First Name. This is a required field cannot be left blank
Last Name	lastName			Sets the contact's Last Name.
Asset	assetId			Set the contact’s Main Location using a system asset by matching on the asset's code or address. If using the code ensure you use the property code configured for your site (ie propnum).
Main Location	address			The contacts main location manual address. Enter an address into this field only if the contact's address is not an asset.
Additional Address Information	addressAdditional			For example, unit no, level or building name. Only available when the main location is a system asset.
Event ID	eventId			The event id of the event to add the contact to.
Organisation Name	organisationName			The contact's organisation. This does not relate to Crisisworks' system organisation.
Contact Position	position			The Job Title for the contact. This does not relate to Crisisworks access positions.
Primary Phone	phone			A phone number for the contact. Used for communications when set at the preference in the SMS Communication field.
Secondary Phone	mobile			A secondary phone number for the contact. Used for communications when set at the preference in the SMS Communication field.
Primary Email	emailPrimary			An email address for the contact. Used for communications when set at the preference in the Email Communication field.
Secondary Email	emailSecondary			An additional email address for the contact. Used for communications when set at the preference in the Email Communication field.
Contact Notes	notes			Some optional notes for the contact.
Contact Tags	tags			Optional comma separated tags for the contact.
Contact Classifications	systemClassification			Enter the lookup label as a comma separated list. Refer to options available for the Contact Classification look up category.
External Id	externalId			An optional External Id used to identify a contact in a separate external system, for example a Payroll No. Can be used for matching contacts when importing contacts into Crisisworks.
External Source	externalSource			Optional external source data to identify where the import data is coming from. Your data must be unique based on External ID, External Source, EventId and the Register ID.
Sign In User Email	signInUserEmail			The user's sign in email address. For new contacts that are set as Users, this cannot be empty.
Positions	userPositions			A list of positions for a user, separated by commas. Please Note - if this field exists in your spreadsheet and it's left blank, any existing user's positions will be removed. If the field does not exist in your spreadsheet, existing positions will remain. Positions should be set by using the name of existing Crisisworks Positions. See Administration -> Settings -> Positions. If an organisation is specified in your spreadsheet, it needs to match the position's organisation.
User On Call	onCall		0	Whether the user is on call. Allowed options, 'Yes' or 'No. Defaults is 'No'(0).
Communications Sms	communicationsSms		none	The phone option (eg 'Primary Phone', 'Secondary Phone' or 'none') to use for email notifications.
Communications Email	communicationsEmail		none	The email option (eg 'Primary Email', 'Secondary Email' or 'none') to use for email notifications.
Receive SMS Alerts	receiveSMS		1	Whether the user wants to receive SMS alerts. Allowed options, 'Yes' or 'No. Defaults to 'Yes'(1) if not specified.
Receive Email Alerts	receiveEmail		1	Whether the user wants to receive email alerts. Allowed options, 'Yes' or 'No. Defaults to 'Yes'(1) if not specified.
Subscribed to News & Major Updates	optInNewsletter		0	Whether the user want to receive newsletters. Allowed options, 'Yes' or 'No. Defaults to 'No'(0) if not specified.
Subscribed to System Outages	optInSystemOutage		0	Whether the user wants to receive an email alert only for planned or unplanned outages. Allowed options, 'Yes' or 'No. Defaults to 'No'(0) if not specified.
Subscribed Software Updates & System Maintenance	optInSystemUpgrade		0	Whether the user wants to receive software updates & system maintenance. Allowed options, 'Yes' or 'No. Defaults to 'No'(0) if not specified.
Expertise ID	id			For contacts that have an existing Expertise items that needs updating. If left blank, and other Expertise fields are included, then a new Expertise item will be create attached to the matching or new contact.
Expertise Status	status		4	Status of the expertise record. Defaults to ‘Current’ (4) if not set. Options are ‘Current’ ('4'), ‘Expired’ ('6') and ‘Closed' (’-2').
Expertise Category	category			The Category of the expertise record. Refer to ‘Expertise Category’ look up category for available options.
Area of Expertise	subCategory			The Sub category or area of expertise. Refer to the 'Expertise Sub Category' look up category for available options.
Area of Expertise (Other)	categoryOther			Set if the Category field is set to "other", otherwise leave blank.
Expertise Level of Proficiency	proficiencyLevel			The expertise Level of Proficiency option. Refer to the 'Expertise Level of Proficiency' look up category for available options.
Expertise Completed Date	completedDate			The completed date, if applicable, for the linked Expertise record. Format dd-mm-YYYY (eg 05-05-2022)
Expertise Expiry Date	expiryDate			The expiry date, if applicable, for the linked Expertise record. Format dd-mm-YYYY (eg 05-05-2022)
Expertise Details	details			Any additional information about the expertise record.

Assets

Asset Contacts General Import

This is used for importing Asset Contacts.

Column Heading	Maps to	Required?	Default Value	Description
Asset Code	code	Yes		The unique code or external ID of the Asset such as "5355004". This can be a list of comma separated asset codes if the contact is associated with more than one asset eg "5355004, 5355005". This field cannot be blank
Code Field	codeField			You can optionally set what code field you are using when matching assets. This will default to propnum or what is configured for your site. You can optionally override the asset code field per record here. Valid values are code, propnum, crefno, prop_pfi, parcel_pfi and spi
Title	title			The title of the Asset Contact (e.g Mrs, Mrs).
First Name	firstName			The first name of the Asset Contact.
Last Name	lastName			The last name of the Asset Contact.
Company	company			An optional company name of the Asset Contact.
Full Name	fullName			An optional full name field for the Asset Contact (e.g Mr Fred Smith). If not supplied, this will be automatically saved with Title FirstName & Surname fields joined together.
Address 1	address1			The first postal address field for the contact {e.g street number and street)
Address 2	address2			The second postal address field for the contact (e.g suburb, state and postcode)
Address 3	address3			The third postal address field for the contact. Leave blank if not needed
Address 4	address4			The fourth postal address field for the contact. Leave blank if not needed
Email	email			An email address for the Asset Contact.
Mobile	mobile			A mobile number for the Asset Contact.
Phone	phone			An optional landline phone number of the Asset Contact.
Registers	registers			A comma separated list of registers that is supported for the Asset Contact (e.g fpn)
Notes	notes			Some optional notes for the contact
Relationship to Property	relationshipToProperty			An optional field to enter the contact's relationship to the property e,g Owner, Rate Payer
External ID	externalId			This field is not supported at this stage and is for for future use