The Onboarding wizard helps you load your core data quickly and consistently, making it the ideal starting point for new tenancies or major system updates. Working through the guided import process ensures your foundational data is clean, validated, and structured correctly from the very first step.

This guide covers:

• Importing core data types including Skills, Tags, Asset Roles, Companies, Worksites, Contacts, People Assets, Equipment Assets, and People Attainments.
• Following the guided steps: Download Template, Upload File, Review Statuses, and Start Import.
• Using built-in validations to catch errors before they enter your system.
• Leveraging drop-down fields to ensure accurate data lookups.
• Skipping duplicates automatically to maintain a clean database.

Your tenancy is now populated with clean, structured data and ready for live operations.

💡 Power User Insight: Always import your data in the correct hierarchy — Skills and Asset Roles first, then Companies and Worksites, followed by People and Equipment. This top-down approach ensures that all lookup fields are populated before dependent records are imported, eliminating validation errors and reducing the need for manual corrections.