You can use a downloaded template to import your assets into your inventory rather than adding assets manually.

  1. Click on your name in the top right, then click settings.

  2. On the settings menu, click Assets, then click Inventory.

📎NOTE: Only administrators or asset administrators can follow theses steps.

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Download import template

  1. Click Import.

  2. Click Download template.

  3. Fill out the template

  4. You must enter an Asset name. Other fields you can include for import are:

    • Asset category

    • Description

    • Asset number

    • Serial number

    • Currently with - This is the email address of the employee that has been given the asset. Leave this blank to keep the asset unassigned.

    • Date given - This is the date when the asset was given to the employee. If the Currently with column is filled, but no date is added, today's date is used by default.

  5. Once filled in you can use this to import these assets.

Import using the downloaded template

  1. Click Import.

  2. Click Select file, then browse to the relevant import file.

  3. Click Import.

  4. Once done, you are told if all entries have imported successfully. Click Close.

You can now see your imported assets.

Return to Set up assets

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