Importing Assets

Owned by sivani.sahu (Unlicensed)
Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
4 min read

This is the first stage in the Asset Life Cycle Management where you can add and update multiple Assets using an Asset Import Template. You can also map the Assets to a Store or Location and preview the Assets allocated to a Store. 

To Import Assets:

  1. Select Asset > User > Manage Asset > Import > Import Asset.

  2. On the IMPORT ASSET page, under GENERAL tab, select the required options and upload the updated Asset Import Template.

  3. Click SUBMIT. A table listing uploaded Asset Import Template sheet is displayed. Select the sheet to import the Assets. For information about the fields under the GENERAL tab, see Field Description.


    Figure:  IMPORT ASSET page: GENERAL tab

  4. A table listing mapped data from the template in the Source field and the attributes in the Destination field is displayed. Select the required options if not already selected. For information about the fields under the MAPPING tab, see Field Description. Click NEXT.


    Figure:  IMPORT ASSET page: MAPPING tab

  5. A table listing all the added Assets is displayed under PREVIEW tab. For information about fields under the PREVIEW tab, see Field Description.

  6. Select the store from the Store list where you want to import the Assets, and then click IMPORT ASSETS TO QUEUE on the ACTIONS panel. The Assets are imported to the Import Queue (Staging Environment).

    Note:

    If you want to discard Assets that you do not want to import, select the appropriate check boxes in the Discard column, and then click IMPORT ASSETS TO QUEUE.



    Figure:  IMPORT ASSET page: PREVIEW tab

  7. Click MOVE TO INVENTORY to move the Assets that are in Import Queue (Staging Environment) to the Asset Inventory (Production Environment).

    MOVE TO INVENTORY icon
    Figure: MOVE TO INVENTORY icon

Field Description

The following table describes the fields on the IMPORT ASSETS page:

Field

Description

GENERAL Tab

Tenant

Select the Tenant to which you want to add/ update Assets. Based on the needs of the clients, the administrator configures the name of this field.

Category

Lists all the configured Categories. The Categories are displayed based on the Asset type that you select in the Asset Type field. Select the Category from the list.

Asset Type

Select the type of Asset to add/ update from the list as Fixed Asset or Non Fixed Asset.

Import Type

Select appropriate import type.

  • Add: To add new Asset details.
  • Update: To update existing Asset details. For more information, see Updating Assets.

Source

Click the Upload icon to upload an appropriate file. After you upload a file and click SUBMIT, a Select a sheet to import the Assets table listing uploaded file is displayed. Select the sheet from which you want to import Assets.

Use Data Template

Select the check box to use Data Templates to populate predefined Category-specific data while adding/updating bulk Assets.

Import Inactive Assets

Select the check box to import Inactive Assets.

De-Active Reason

Select the reason for deactivation of the Inactive Assets that you want to import.
Note: The De-Active Reason drop-down list is displayed only when the Import Inactive Assets check box is selected.

MAPPING Tab

This tab displays the list of fields with its mapping result. If the Destination and Source are the same, it indicates that the field is mapped. If the fields are not correctly mapped, you will see <ignore> value in the Source field. Select the appropriate value in the Source field.

UPLOAD ATTACHMENT

Upload attachments for the Assets that you imported. Example: You can upload the supporting documents, such as Purchase Order (PO), Warranty Information, and so on.
Note: The attachment field label names are configured in the FORM BUILDER page. For more information about how to configure the label names, see Configuring Form Builder for Asset Management.

PREVIEW Tab

Displays the mapped values. If a field has invalid data, an error message is displayed and the mismatch data type is highlighted in red color. Duplicate Details message is displayed if data is repeated in the excel sheet. Click the arrow to view the serial numbers of duplicated Assets.

Store

Lists the configured Stores. Select the store with which you want to associate the imported Assets. To select the Store, click the Search icon. The LOCATION pop-up page is displayed.

You can use the Expand icon to view the stores and floors in the location tree.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the ADD/ UPDATE ASSETS page.

DOWNLOAD ASSET IMPORT TEMPLATE

Click DOWNLOAD ASSET IMPORT TEMPLATE to download the Asset import template.

PREVIOUS IMPORT DETAILS

Click PREVIOUS IMPORT DETAILS to view the details of previous Asset import.

IMPORT VALUE

Click IMPORT VALUE to import multiple drop-down values from an Microsoft Excel sheet. You do not have to add drop-down values in the FORM BUILDER. For more information about how to import the drop-down values.

The IMPORT VALUE pop-up page is displayed. Select the Tenant, the Category, and then upload the Microsoft Excel sheet filled with multiple drop-down values in the Source field. Click SUBMIT.

IMPORT VALUE pop-up page - GENERAL tab
Figure: IMPORT VALUE pop-up page - GENERAL tab

Select the appropriate sheet to import the drop-down values.

IMPORT VALUE pop-up page - GENERAL tab - Select a sheet
Figure: IMPORT VALUE pop-up page - GENERAL tab - Select a sheet

The MAPPING tab is displayed. Select the appropriate value in the Source column to map with the attributes in Destination column. Click NEXT.

IMPORT VALUE pop-up page - MAPPING tab
Figure: IMPORT VALUE pop-up page - MAPPING tab

The PREVIEW tab is displayed. If you want to discard the drop-down values that you do not want to import, select the appropriate check boxes against the drop-down values, and then click UPLOAD.

IMPORT VALUE pop-up page - PREVIEW tab
Figure: IMPORT VALUE pop-up page - PREVIEW tab

The drop-down values are successfully imported.

DOWNLOAD CATEGORY TEMPLATE

Click DOWNLOAD CATEGORY TEMPLATE to download the Category template. A Microsoft Excel sheet with the Asset Category attributes is downloaded.