Import Data
Upload asset items into our system
Users can import asset tracking data into our system straight from Excel spreadsheets, Google Drive, Office 365, Box.com, Dropbox, and other asset locations with this feature.
For optimal convenience, this can be done on-site or through mobile apps. Users can import and export asset data in an on-site or cloud-based environment to provide them with total control of their Asset Management.
Benefits of our Asset Tracking System
Here’s how you can benefit from the data import feature
Import Multiple Data Types
Import a wide range of data types and quantities directly into our asset management software
Automate Your Processes
This features implementation times by removing the headache of manually entering data
Assign Asset Tags
Data imports allow for the assignment of asset tags and our software can sync effortlessly with all devices
Save More Time
Users will save time by having the ability to import data as our software manages its assets.
Step 1
Select the file you would like to import
Which asset data are you attempting to import? Enter the Model, Location, Person, Vendor, and other drop-down menu-accessible fields first. Before importing the asset items into our asset tracking software, these fields must be present.
Step 2
Import the asset information into the system
Where would you like to import these Asset items from? Office 365, Dropbox, Box.com, Local Excel, Google Drive, or somewhere else? Choose the system you would like to import the data into, the source from which you are importing, and the file you want to import.
Prior to moving on to the next stage, the system will display the first five lines of the spreadsheet you intend to import after you have chosen the file. This way you can have a preview of the data before importing completely.
Step 3
Map the asset data within our software
By mapping spreadsheet fields to system fields, you can ensure that the data you are importing will appear appropriately in our asset tracking system.
Users can alternatively map the data as a transaction, which will simply add the new spreadsheet data to the existing data rather than replacing it.
Save Map
Here is more information about our save map function
The most significant, frequently used, and practical element of the asset tracker data import capability is the Save Map function. This function enables users to identify and preserve the field mapping from the initial import if they need to import more than one sheet. This is especially useful when users are managing assets by mapping various spreadsheets with the same formatting.
Within our asset management software, users may navigate to “Stored Maps,” select the saved field mapping, and the system will automatically populate the same mapping when they import their subsequent spreadsheet.
Manage Saved Maps
Keep track of the maps that you have already created and saved
Additionally, users have the choice to manage any pre-created or saved maps. Users can either edit any stored maps if there are any new modifications or remove any that they no longer need or want by deleting them under “Manage Saved Maps” in the Map Data step of the Data Import.
Step 4
Validating all lines within the spreadsheet
To ensure there are no errors, the system will validate each line from the spreadsheet that you chose to import. The faults will appear on the screen if there are any problems. Users then have the option to correct or delete these errors before re-validating.
Step 5
Import your asset data!
Import the spreadsheet’s total line items into the system. Before users select Import, the system will display the total amount of line items, any problems that the system came across, and the status of the Import. By eliminating hours of manual work, this quick and simple procedure makes our software the best asset management solution out there.
Not just for asset management
Explore what else you can do with our systems
We also offer options for inventory control software or combined solutions that manages both inventory and assets. We have the perfect long-term solutions to grow and scale up your business, no matter the size. Learn more about what options may work best for you through our demos!
