Bulk Import

The Bulk Import tool, located in the Administration module, allows the administrator to greatly reduce the time and effort necessary to enter information into the system by importing data through the use of Excel spreadsheets. The Bulk Import tool can import:

Asset/Report Values/NBEs
Users
Assets (can also move or update assets)
Fields

Each import type contains an Excel template that the admin can use to enter the information. All data must be formatted correctly in order for the import to be successful, and each import type contains an error check that can verify the spreadsheet has been properly completed.

Note: The Bulk Import tool's spreadsheets must use the "Text" field type in Excel. The importer will reject fields using the "General" field type.

Importing Asset/Report Values and NBEs

To import asset values, report values, or NBEs, select the Asset/Report Values tab on the Bulk Import page.

Note: The asset/report values imports are only to be used when importing data for existing assets into existing fields. No new assets or fields can be included in the import.