Asset Import

This article explains how to import assets.  This article assumes you are familiar with managing assets.  You must have setup the following before importing assets:

1.  Launch Asset Management Activity > Assets tab.  Click on the Import button.

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2.  Download the Asset Import Template and populate it with the desired data.

Fields

AssetName

  • Description: Name of the asset
  • Data Type: Text up to 50 characters
  • Required: Yes
  • Must be Unique: No

LocationId

  • Description: Unique identifier of the location to which the asset is associated.  Retrieve the AccountId from Administration activity > Location tab > Location sub tab.
  • Data Type: Integer (whole number)
  • Required: Yes
  • Must be Unique: No

DepartmentId

  • Description: Unique identifier of the department to which the asset is associated.  Retrieve the AccountId from Administration activity > Location tab > Department sub tab.
  • Data Type: Integer (whole number)
  • Required: Yes
  • Must be Unique: No

AssetTypeId

  • Description: Unique identifier of the AssetType.  Retrieve the AccountId from Asset Management activity > Asset Types tab
  • Data Type: Integer (whole number)
  • Required: Yes
  • Must be Unique: No

Barcode

  • Description: Barcode associated with the asset
  • Data Type: Text up to 100 characters
  • Required: Yes
  • Must be Unique: Yes

AssetOptionGroupId

  • Description: Unique identifier of the Asset Option Group.  Retrieve the Asset Option Group Id from this report
  • Data Type: Integer (whole number)
  • Required: Yes
  • Must be Unique: No

AssetOptionId

  • Description: Unique identifier of the Asset Option.  Retrieve the Asset Option Id from this report
  • Data Type: Integer (whole number)
  • Required: Yes
  • Must be Unique: No

3. Save the spreadsheet preserving the file format as CSV UTF-8 (Comma delimited) (*.csv)

4. Return to the Import Assets modal and click Choose File and select the populated spreadsheet of discount codes and click Next

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5. Review the content import for accuracy and select Submit.

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