Upload Assets CSV

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Introduction

Manually upload multiple assets for specific Asset Classes from CSV files. This option is provided to allow the Insert of new assets into the Service Manager asset repository.

• As an Asset Management Administrator select the Asset Upload option from the Asset Management Icon on the Application navigation bar.

Creating The Upload Template

It is possible to upload assets of different asset Types but only those which are managed under the same asset Class from a single CSV template. If you require to upload assets for types which are managed under different asset classes, you are required to create different CSV templates for each asset class grouping.

1. Firstly select the Asset Class from the drop down control against which you wish to import the new assets. In doing so the option to download the related asset class template will become enabled.

2. Select to download the template file.

3. Populate the template file columns with the attributes for each asset you which to upload.

4. Name and Type are mandatory attributes for each asset you wish to upload regardless of their type or class.

5. Save the template file.

Validation

Against each asset class it is possible to configure which if any fields for that given asset class you wish to perform data validation before uploading the assets from the CSV file into the Service Manager asset repository.

• As each customer maybe using different unique identifiers, it is possible for each customer to select from the available fields for each asset class, against which to perform the validation to ensure an asset does not already exist, and therefore avoid the creation of duplicate entries.

1. Select Validation

2. Select one, multiple or all of the available fields to perform the validation checks against and select save.

• It is important to appreciate that the upload time for the asset import will be extended if validation is enabled and if multiple checks are required to be performed.

Select CSV File to Upload

In order to initiate the asset upload, you will need to select the CSV file you wish to use. On selecting the file the import process will automatically begin.

On completion of the import a report will be produced which will summarise:

• Number of records processed
• The number of records successfully uploaded
• Records which failed to upload

If during the import process, specific rows of asset data are not able to be imported, this will be detailed below including:

• Which rows failed
• The reasons for the failures