You can bulk upload your assets in 4 easy steps. Before we start the import process you will need to do some prep work.
Download the latest Bulk Asset Upload Template and enter your asset details in the spreadsheet. The country, currency and date formats have to match what is given in the template.
Important: Before you start!
All data uploads can be tricky. When you download the template it will open in Microsoft Excel or Google Spreadsheets (or your chosen spreadsheet package)
Tip 1:when saving the template - it should be saved in CSV format - only CSV files can be uploaded
Tip 2: To support our worldwide customer base the date format required for the spreadsheet is very specific (dd-mmm-yy). After saving the CSV document to your computer. Edit the Date Columns with the following date format dd-mmm-yy to get the upload to work. Please do not use the default format of dd/mm/yyyy
Once your CSV file is ready:
- Click Asset Register from the left hand menu
- Click (v) icon next to Create New Asset tab and then click Bulk Upload Asset
- Follow these 4 steps to complete your bulk import:
Step 1: Choose the owner organisation from the dropdown.
If you are planning to acquire these assets in the future select the second option
Step 2: Upload your file by either clicking on the highlighted area or by dragging and dropping your file into the screen
Step 3: Review your upload and click Accept and Save
Step 4: Finish
Thumbs up, you have completed your bulk asset upload. Go back to the Draft Asset Register section and all your assets will be listed there ready for final review and activation.