Asset Importer - Legacy

The Asset Importer is for importing asset files. This is the most efficient way to add assets in bulk into the system. The file that you import has to be an excel file in .CSV format (comma delimited). If you click the Template button in the top right, it will download a template excel file which will show you all of the headers you will need to put on the file for each column of information.

An asset import file has 6 fields that are required to be able to import the file, every other field is optional. The 6 required fields are Asset ID, Serial number, Model, Asset Type, Site, and Status.

If you click the Logs button in the top right, it will show you the last 10 imports that were performed. You can also pull the file that was imported for each of them too by clicking the File link on the right side (See Below).

To start an asset import, go to Imports tab, then Assets. Click the Choose File button and select the excel file you are importing.

Once you choose the file to import, notice that the Save button is clickable now. Click the Save button and when it's done it will pop up a screen letting you know it's finished. If your system setting is turned on for Site Follows Assignment, then you will see the message in orange "Notice: The system is set so that an Asset's site will follow the site of the assignee."

Once the import is complete, you will see the section down below called Previous Import Results. It will show you how many assets were imported along with other detail I will note down below.

The fields are numbered in the image above to correspond to the list below:

1. Status: This will be either Completed or Failed. If it failed then there's probably something in the file that caused it to fail such as a foreign character etc.
2. New: This is how many new assets were imported.
3. Updated: This is how many assets already existed but were updated with new information in the file.
4. Rejected: This is how many of the records in the file that rejected, usually due to missing lookups.
5. Unchanged: These records in the file were the same as what was already in the system and didn't change.
6. Missing Lookups: This is the number of missing lookups. Lookups are things such as Model, Asset Type, etc.
7. Total: This is the total number of assets in the file.

At this point, the import process is complete and you can proceed to import other files if necessary.