Create Assets with Asset Batch Import

Learn how to create Assets using a CSV file template.

 

Overview

Importing a CSV file   with Assets can streamline your Asset creation process.

 

Create Assets with Asset Batch Import

You can create Assets by uploading a correctly formatted CSV file to Asset Tracking.

 

To create an Asset with Asset Batch Import:

 

    1. From the Home screen, select + CREATE.
      guarding_suite-asset_tracking-create_button__1_.png

    2. Choose Asset Batch Import.
    3. Select DOWNLOAD TEMPLATE.
    4. Complete the template.

      The template is organized into six columns:
    • type.name
      The name of the Asset Model Type. For example, Toyota.
    • name
      The name of the Asset. For example, vehicle.
    • barcode
      The barcode of the Asset. For example, 12345678.
    • description
      The description of the Asset. For example, site vehicle.
    • status
      The status of the Asset. There are three possible statuses:
      • Active
      • Pending
      • Inactive
    • serialNumber
      The serial number of the Asset. For example, 12345678.
  1. Select Select a CSV file.
  2. Locate the file on your device and select Open.
  3. Select UPLOAD.
    > Your CSV file must not be more than 2000 rows. 

 

Your Assets are now available in the Asset area.

 

See also

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