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:

• Locations
• Departments
• Asset Types along with all of the Option Groups and associated Options.

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

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.  Alternatively, you can retrieve this from the Asset Import report.
• 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 the Asset Import 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 the Asset Import 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

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