How to load batch assets?

How to load equipments and tools?

The assets can be inserted from individual records or through batch records by importing .csv files.
To load batch assets, select the option Settings | General | File Import:
  1. The import screen is displayed;
  2. Select the option Import Equipment and Tools;
  3. Download the template file to be loaded, on the upper part of the screen and fill in the file;
  4. Later, you must fill in the file according to the rules:
    1. The fields Key and Description must be defined.
    2. If the column Key is not filled in, the row will be ignored.
    3. If the fields Criticality and CriticalityDescription are defined, the criticality will be created or updated, in case it is already recorded. It also happens with the Brand, having the Brand and BrandDescription fields as reference, for the Model, that needs the Model, ModelDescription and Brand fields filled in and for the Family having the Family and Family Description fields as reference.
    4. If the field Criticality is filled in, you must also fill in the field CriticalityDescription, to create or update the criticality successfully.
    5. If the field Brand is filled in, you must also fill in the field BrandDescription, to create or update the brand successfully.
    6. If the field Model is filled in, you must also fill in the field ModelDescription and the field Brand, to create or update the model successfully.
    7. If the field Family is filled in, you must also fill in the field FamilyDescription, to create or update the family successfully.
    8. If the record contains the field ParentAsset filled in, this parent equipment/tool must be in the file or already recorded on the product, otherwise, the equipment/tool cannot be added to the product.
    9. If the equipment is already recorded on the product and is on the loading file, the equipment is updated, and this validation is performed by the location key.
    10. When the import is finished, the import date will be presented, and it might (or not) contain messages with import details. If an import occurs without errors/warnings, no information on the import details will be presented. If there are errors/warnings on the import, you can see the errors by clicking on the number of messages.
    11. The links of the files on the columns Attachment1, Attachment2…Attachment10 must be added. Each record has a limit of 10 attachments, and if that value is updated, the attachment is not added. For example: the equipment already has 4 attachments, only 6 more attachments will be added, even if the file contains 10.
    12. If you reimport the file, the equipment attachments will be added, regardless of having been added in another import.
    13. The attachments must be stored on the Dropbox, on GoogleDrive or on another storage service that provides a direct download link.
    14. The equipment image must be stored on the Dropbox, on GoogleDrive or on another storage service that provides a direct download link.
    15. The field IsTool must have the value 1 if the record is a tool, otherwise, it must be 0.
    16. The fields regarding dates must be on the format of the culture that the user selected.
    17. The format of the field PurchasePrice must be on the format of the culture selected by the user.

When filling in the file, you must consider the following fields:
  1. The file must always be of the CSV type and the separator character must be ; (semicolon);
  2. Each file cannot have more than 2000 records or 4 Mb.
  3. Each file cannot have more than 7500 attachments or 4 Mb.
  4. The average upload time for images and attachments is 1,3 seconds, however, this time can vary with the file size, the internet speed, the storage service and other factors external to Valuekeep.

The field ‘Company’ must be filled in if there is more than one Company. To check the company you wish to use, view the company identifier, on the product, on the lateral left bar.






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