How to import asset data in eQuip.

Importing Asset Data In eQuip 

Importing Assets 

• Choose Asset Import Template 

• • The righthand column on the Asset Import Template screen contains the list of Column headers the Importer is looking for 
  • Selecting Basic/Advanced/Expert above the righthand column will display additional fields that can be added to the user’s list of columns 

• • • Basic shows the Required fields from the system. Typically this will be blank as those fields are already on the list of column headers 
    • Advanced shows commonly used fields, a full listing of all fields on the Asset Summary and Inventory tabs 

• • • Expert breaks down all the fields in the system based on the tabs. A dropdown will appear and the fields will populate based on the selected entry in the dropdown   

• • Choose Export 
  • Open the template by choosing the link in the lower-left corner 
    

• Populate your asset information 

• • Save and close the template 
    

Choose Asset Import 

• Choose Select Files 
  

• Locate the file 

• • Choose Open 
    

• Choose Import 
  

• • After some time you will receive a success message 
  • Your assets are now in eQuip 

Rejection Files and Common Error Types 

• If eQuip! finds an error with the imported spreadsheet, it will create a Rejection File 

• • The Rejection File will only contain assets that were rejected. Assets with no errors will be imported from the original file.  
  • Chose Download to download the rejection file 
    

• The most common mistakes made during the import process include: 

• • Missing required fields 

• • Date formatting 
  • $ in Price field 
  • Max field length  
  • Duplicated Barcode   

• A missing required field will result in the following comment on the affected cell(s): 
  

• A Date formatting issue will result in the following comment on the affected cell(s): 
  

• Including a $ in a Price will result in this comment on the affected cell(s): 
  

• A case where the value in a cell exceeds an asset field’s maximum character length results in this message: 

A duplicate Barcode will result in the following comment on the affected cells: (Duplicate Barcode)