Asset Import Wizard allows you to follow a step by step guide to quickly and conveniently import assets from multiple manufacturers into the system for multiple locations. Please note that the data file must contain a column that contains a Site ID so the asset can be added to the correct location.
Client Administrator, Account Manager, Customer Account Administrator and Customer User can import assets through Import Assets.
Required Privilege(s) Assets, Import assets
To import assets,
Select "Assets" from top navigation and select "Assets Import Wizard" from the drop down menu.
Step 01: Select a model and the data file to be imported.
Note: Set of import settings can be saved as a "Model". Saved model can be re used in your next import.
Select which column of your data feed contains the Manufacturer and Location's Site ID data or if your data is for a single manufacturer or does not contain a manufacturer column, then you can select it by checking "Select a manufacturer".
If your data file does not contain coverage data, then select "No Coverage Data" for LOS. If your data file contains the value for LOS, then select appropriate column from the drop down or you can fill it by checking "Enter the LOS"
Step 03: The system will identify all unique manufacturers in the column selected in Step 02 and prompt you to match each unique value to a manufacturer currently set up in the system.
Step 04: The system will then look up all of the Site IDs in the column selected and match them to their designated location as set up in the profile. If there are Site IDs without a match, you can select the location to import the asset into from a drop down menu that lists all locations in the profile.
Step 05: Match the columns in the data feed to the attributes in the system and submit.
Step 06: Summary of the loaded or rejected assets display here. It displays how many assets have been added, updated and failed. If there are failed records, you can see the reasons for failures.
If your data file contains data rows without serial number(s), Asset General will ask to generate non-serial asset for them.
Select "Add as New" to create system-generated serial numbers for those assets.
Select "Take no Action" to skip this non-serialized process.
Go to "Assets" from top navigation and select "Assets" to view loaded asset records.