Create Assets Excel Template

To begin working with the template, select the Download Create Assets Template link to download the create assets spreadsheet.

All fields are not necessarily mandatory, but it is recommended that all fields be completed if possible. It is important that all information be entered accurately.

Fields of Note: Parent Asset This field determines where the new asset will be placed in the Asset Tree. In order for the import to work, the parent asset listed in the field must already exist in the system and must be entered correctly. By default, AssetWise Inspections has an overarching parent asset "All Assets" that can be used if no other assets have been created yet.

Note: For agencies that have an asset hierarchy with parent assets of the same name, a ">" character can be entered to specify exactly where the new asset should be placed.

Example: An agency has two counties set up in the following way:

County A	County B
Bridges	Bridges
Bridge1	Bridge2
Culverts	Culverts
Culvert1	Culvert2

When importing new assets, entering "Bridges" or "Culverts" into the Parent Asset column of the template will cause problems because both County A and County B contain those parent assets. To solve this issue, the admin can enter "County A > Bridges" into the Parent Asset column to specify exactly where to place the new asset within the Asset Tree.