Asset Imports - Manual CSV

There are many asset import options available to use including various API Interface imports, FTP CSV and Manual CSV. To enable these, please contact Support or Implementation for setup assistance.

The Manual CSV Asset import has to be enabled in the Settings > Imports > Import Asset Settings > Manual CSV Assets.  The file you import must be an Excel file saved in .CSV format (comma-delimited).

Click the 'Template' button to generate a CSV file containing the field headers that can be imported back into the system.

To upload a file, either click or drag it into the designated box. When a file is selected, it will now allow the user to preview the file before selecting to upload as shown below. Click 'Upload' to start the process.

Once the file has been uploaded, it will begin the process of importing the information and will provide a status of the process.  

The status will change to complete once it has finished the process.  It will also update the appropriate columns with the number of records that were created, updated, unchanged or if errors were found.  If errors are found, they can be fixed in the file and uploaded again.  

If the import contains Missing Lookups (required values in a table that are not already setup in the program), they can be added easily into the system by clicking the Missing Lookups link.

When you click on the Missing Lookups link, a screen will appearing showing you the Table that contains the missing information.  You can then select the to add the Value or the Mapping icon to map the value to an internal value that has already been added to the system.   You can choose the button to add one record at a time or choose the button which allows you to add missing lookups more efficiently, saving each new record or mapping and advancing to the next record automatically.

Once you enter the required fields marked with a red asterisk (*), you can select the button to create records one at a time, or use the  button to add missing lookups more efficiently—saving each new record or mapping and automatically advancing to the next missing lookup.

Import Logs are also stored to show the status of previous imports. You can also download the imported file for each entry by clicking the "File" link on the right side (see below).