Import Assets in the Company Assets Tool

Background

You can import assets to create new records or to update existing ones. If importing from the project's Assets tool, assets are added to both the project and the company's Asset tool.

Things to Consider

  • Required User Permissions

  • Required fields vary by asset type and their associated fieldset.

  • Records with the same Asset ID are updated.

  • The following field types are currently not supported in Excel import and are excluded from the import templates: Project Directory User (Single Select), Project Directory User (Multi Select), Tool User (Single Select), and Company fields.

  • If any entries fail, you can download an error file listing all failed rows, with an Error Reason explaining the specific issue for each entry.

  • Multiple imports can run at the same time. When duplicates appear across files, the first version processed is accepted; others are flagged.

Steps

  1. Navigate to the company's Assets tool.

  2. Click Import and select Import From Excel.

  3. Prepare the File.

    1. Create New Asset Records

      1. Select Create New.

      2. Select whether you want to download a template by fieldset, or with the fields for a specific asset type.

        • Fieldset

          1. Select By Fieldset

          2. Select the Fieldset.

        • Asset Type

          1. Select By Asset Type.

          2. Select the Asset Type.

      3. Follow the instructions in the template to prepare the 'Assets' tab in the excel file.

      4. Save the file.

    2. Update Existing Asset Records

      1. Select Update Existing.

      2. Update a previously imported template with the new information.
        Note: Alternatively, you can download a the template for that asset under the Create New option, and add rows for the records you want to update. Once imported, records with a matching Asset ID will be updated in the Company Register.

  4. Select the file.

    • Click Attach File and select the prepared assets file.

    • Drag and drop the prepared assets file from you computer to the upload box.

  5. Click Import.

See Also

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