Import Inventory Equipment

Pre-Conditions:

Before You Start:

• Use the Equipment Import Template.
• Required fields: Name*, SKU*, QTY*, Manufacturer*, Model*.
• Make sure there are no duplicate records in the file. If there are, they will still be imported separately.
• Check for bad or incorrect data—errors can cause the import to fail.
• Delete the column headers from the file before uploading. Leaving them in can cause import issues.
• Dates and formats must follow required standards.

EQUIPMENT IMPORT TEMPLATE

Note that columns with (asterisk) * are required.

How to Import Equipment

1. Go to: Settings > Integrations > Import List

2. Click the ACTIONS button and choose Import Equipment from the dropdown.

3. In the Import Equipment window:

• Select your Timezone.
• Click Upload and select your prepared Excel file.

4. Map your columns to match the system fields, then click Save.

5. Once uploaded, check the Status:

• Status should say COMPLETE when finished.
• If your file has thousands of rows, it may take some time.

6. To verify the import:

• Click the three dots beside the file status.
• Choose Details to see results.

7. If successful:

• The All Rows and Successful Rows numbers should match.
• Do a quick review in Settings > Inventory > Equipment to confirm the data is accurate.

8. If there are errors:

• The number of successful rows will be less than the total.
• You’ll see which line number in your file had issues and the reason for the error.
• Errors are listed in the Error tab.

9. Click Export Errors to download a file with the issues.

10. Fix the errors in your original file, remove bad data, and re-import.