Assets Controls and Options

Import File:

Once the Excel template has been completed and saved, use the Choose File button to select that file for importing.

Asset Import Type

The Asset Import Type dropdown determines whether the file being imported is an asset import file or an asset movement file.

Prevent Creation of Duplicate Assets?

This option can prevent the creation of duplicate assets if an asset exists in both the spreadsheet as well as the AssetWise Inspections database.

Determine Asset Duplicates Based On

This option determines how the system will determine whether or not an asset in the spreadsheet is a duplicate of an existing asset.

Specify Asset Parent by

In the template's "Parent Asset" column, the admin can enter either the parent asset name or the parent asset code. This dropdown indicates which of those two has been entered into the template to ensure that the bulk import uses the correct information.

Check for Errors Without Importing

This checkbox ensures that the import file is checked for errors prior to importing. Information on the performed error check can be found in the Past Imports tab.

Process

When the desired file has been chosen and the settings have been determined, click the Process button to perform the import.