Bulk Upload - Asset Types

The below article is relating to the bulk upload - Asset Types which can be found by going to Administration -> Company -> Bulk Upload.

The Asset Types Bulk Upload can be found within the Non Core Data section:

This bulk upload allows you to add new Asset Types to the system.

When you load the page the most important parts relating to bulk upload are at the top of the page:

CSV file to upload

This is where you will load your CSV when it is ready to upload. Press browse and select the CSV file.

Download help file and instructions

This option will download our bulk upload help file. This includes instructions on how to use each bulk upload and lets you know which columns are mandatory and which are optional, it's important to look at the relevant help file before performing a bulk upload so you can get it right the first time.

Download CSV Model

The second option downloads an example template for you to use for the bulk upload with all the headers needed for the bulk upload to be successful.

 

Editing your CSV

When you download your sample CSV file it will look like this:

Asset Category: The Asset Category which the new Asset Type will sit under. This field is Mandatory, if it does not match an existing asset category in the system then it will create a new one using the entered name.

Asset Type: The name of the new asset type itself. This field is Mandatory.