Before you begin
Bulk import for equipment is only available for users who have the Manage equipment permission enabled on Basic, Professional, and Enterprise plans.
Version: v6 (what does this mean?)
Plans: Basic, Professional, Enterprise
The bulk import feature allows you to import multiple equipment records or warranties at once. You can do so by manually entering data in the bulk import tool, or importing from a spreadsheet.
To manually enter data in the bulk import tool:
- Navigate to Assets > Equipment.
- Click the Action (…) button.
- Click Import equipment or Import warranties depending on what you are importing:
- Manually enter your data in the correct fields:
- Click Continue.
- If there are issues with the data, a pop-up window will prompt you to fix or discard rows with issues.
- To discard the changes with issues, click Continue.
- To fix the data, click Go back.
Upon successful import, a pop-up window will show successful completion.
- Click Ok.