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Import assets

Import assetsImport assets

Use the import to add or update many assets at once from a CSV or Excel file, for example when you start with the system or after a large purchase. Rows are matched by asset code: a new code creates an asset, an existing one updates it.

From the side menu, open Assets › Import assets, or click Import on the Assets screen.

What’s on this screen

Section titled “What’s on this screen”
  • Back to assets and Download template: the template has the column headers the import expects.
  • Upload file: drop the file in the box or click to choose it (CSV, XLSX or XLS · up to 10 MB), then click Import file. Any other file type is refused with The file must be a CSV, XLSX or XLS file.
  • How the import works: the rules below.
  • File columns: every column with its meaning and whether it is Required or Optional.

File columns

Section titled “File columns”
  • asset_code (required): the asset’s unique code.
  • asset_name (required): the asset’s name.
  • branch_code and branch_name: the branch. The code is required when a name is given; a new code creates the branch with that name.
  • location_code: the code of a location in the row’s branch. The location must already exist; it is not created from the file.
  • project_code and project_name: the project, in the same way as the branch.
  • category_code and category_name: the category, in the same way.
  • status: one of active, in_maintenance, damaged, missing, disposed or archived. When empty, new assets are active and existing ones keep their status.
  • cf_<key>: one column per custom field, named cf_ followed by the field’s key. A column missing from the file keeps the current value; an empty cell clears it.

How to import assets

Section titled “How to import assets”
  1. Click Download template and fill it in, keeping the header row. Save CSV files as UTF-8.
  2. Drop the file in the Upload file box, or click it to choose the file.
  3. Click Import file.
  4. A message gives the result, for example Import completed successfully. Created: 40, Updated: 12, Skipped: 2.
  5. If rows were skipped, a table … rows were skipped lists each Row with its Errors. Correct those rows and import them again.

Rules

Section titled “Rules”
  • The first row must hold the column headers.
  • Rows with errors are skipped and listed after the import; the other rows are saved.
  • A branch, project or category whose code is new is created with the name in the file.

Required permission

Section titled “Required permission”

Assets › Import.