How to import data in eQuip.

Importing Data In eQuip 

To import data into the system, you will first need to access the Data Importer 

• Go to TOOLS>Data Import 

• • Note: The first time a user accesses the Data Importer, it may be blocked by the pop-up blocker 

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Importing Sites 

• Choose Sites 
  

Entering new sites manually: 

• Choose Add New Site 
  

• Enter Site Name 
  

• Enter the Site Code (An abbreviation of the site name *Required*) 
  

• Enter the Site Description (optional)   
  

• The red arrows in the upper left-hand corner of each field indicate that you have not saved the changes that you made 

• • Choose Save Changes 
    

• The new site is now saved in eQuip 

 

It is also possible to import sites in bulk 

• Choose Advanced Importer/Exporter 
  

• • Choose Export 
    

• • A template will download to your Downloads folder 

• • • Choose the link in the lower left-hand corner of the window 
      

• Populate the cells that are highlighted below in the template 

• • SiteID (leave blank) 
  • Site Name (required) 
  • Site Code (required) 

• • Site Description (optional) 
  • Save the template and close it 
    

• Choose Select File 

• • Locate the file in your Downloads folder 

• • Choose Open 
    

• • Choose Import 

• You will receive a success message 

• • The new sites now exist in eQuip 
    
    

Importing Locations 

• Choose Locations 
  

• Choose Add New Location 
  

•  Choose the site that you are creating the location under from the dropdown 

• • Enter values for the following fields: 

• • • Location Category (required/choose a value from the dropdown list) 
    • Location Name (required/manually) 
    • Location Barcode (required/generates automatically) 

• • • Location Description (optional/enter manually) 

• • Choose the check mark to save the location information 

• • • The location is now saved in eQuip 

 

It is also possible to import locations in bulk 

• Choose Advanced Importer/Exporter 
  

• Choose Export 

• A template will download to your Downloads folder 

• • Choose the link in the lower left-hand corner of the window   
    

• Populate the cells that are highlighted below in the template 

• • Site (required) 
  • Location Category (required) 
  • Location Name (required) 
  • Description (optional) 
  • Save and close the template 
    

• Choose Select Files 
  
• Locate the import template in your Downloads folder 

• • Choose Open 
    
• Choose Import 
  

• • You will receive a success message 

• The locations now exist in eQuip 

 

Importing Sublocations 

• Choose the Site that you want to create the Sub Location under 
• Choose the Location that you want to create the Sub Location under 

• Chose Add New Sub Location 
  

• Enter a name for the Sub Location 

• • Choose Save Changes 

• • The Sub Location now exists in eQuip 

 

It is also possible to import sublocations in bulk 

• Choose Advanced Importer/Exporter 
  

• Choose Export 

• • Choose the link in the lower left-hand corner of the window   
    

• Populate the cells that are highlighted below in the template 

• • SiteName 

• • LocationName 
  • SubLocationName 

• Save and close the template 
  

• Choose Select Files 
  

• Locate the import template in your Downloads folder 

• • Choose Open   
    

• Choose Import 

• • The sub locations now exist in eQuip 
    
    

Importing People 

• Choose People   
  

• Entering People manually
   

• Enter values for the following fields 

• • People Category (choose value from dropdown) 
  • Location (optional, choose value from dropdown) 
  • People Name (required, enter manually) 
  • Access Card ID (optional, enter manually) 
  • People Description (optional, enter manually) 

• Choose Save 
• The new person is now in eQuip 
   

It is also possible to import people in bulk 

• Choose Advanced Importer/Exporter 
  

• Choose Export   
  

• Choose the link in the bottom left-hand corner of the window to download the template 
  

• Enter values for the highlighted cells (at a minimum) 

• • Location and Description are optional 
    

• Choose Select Files 
  

• Locate the import template in your Downloads folder 

• • Choose Open 
    

• Choose Import 
  

• You will receive a success message 

• • The new people now exist 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 "Duplicate Barcode" comment on the affected cells.