Import Assets (CSV)
If your current asset register is in a spreadsheet or Access database, save it in Comma Separated Format (CSV) before continuing.
Select the Asset Name, Asset Type, Department, Location, and any Answers, followed by the Current Status of the Assets you are about to import from your CSV, then select Go.
The Import Assets - Import Data page is displayed.
Tips for a successful import:-
- Make sure the columns are named clearly, those titles are logical for all users, and that they already exist as a Question or add one before importing.
- Delete any blank rows from your data so blank assets are not created.
- If you have any dates in your data, e. g., purchase date, warranty expiry dates, etc. make sure they are in DD/MM/YY or DD/MM/YYYY format.
- Make sure each asset has a name (this does not need to be unique and can be a model name or description).
- Make sure each asset has an Asset Type that is already in your Asset Tree or add one before importing.
- Make sure each asset has a Location that is already in the Location Tree or add one before importing.
- Make sure that each asset has a Department that is already in the Department Tree or add one before importing.
- Make sure your data is saved as a CSV file.
If you need further support using the system, email districtmanager@irisglobal.com to contact our Support Team.