Import Equipment Records to the Company Equipment Tool

Objective

To import equipment records to the company's Equipment tool.

Background

You can import your equipment into the Equipment tool instead of creating the records manually. Any 

Things to Consider

• Required User Permissions
• Imported equipment categories, types, makes, models, and custom statuses are added to the tool's configuration settings.
• The fields Equipment ID, Status Type, Status, Category, Type and Ownership are required.
• The document must be an .xlsx format.

Prerequisites

• Prepare Equipment Records for Import

Steps

1. Navigate to the company's Equipment tool.
2. Click Import.
3. Click Upload .xlsx File and select the prepared equipment file.
   OR
   Drag and drop the prepared equipment file from you computer to the upload box.
4. Click Upload.

See Also

• Create an Equipment Record
• Edit an Equipment Record in the Company Equipment Tool