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Uploading Assets via Template

Uploading Assets via Template

Assets can be added in bulk, using one of the supplied templates. Adding assets using the template allows you to add multiple assets, of the same asset type, at once, therefore simplifying the process. When No Template (Custom Attributes) is used, any excel template with your own unique attributes for assets can be added. When uploaded into Service Automation, there is a mapping process to convert your unique attributes to the ones within Service Automation. When uploads are completed, a history for each individual upload is available. It includes the:

  1. File name
  2. Asset Type
  3. Record Added/Upload
  4. Provider (If template uploaded by a provider)
  5. User
  6. Date
  7. Back Up File (Downloadable excel file)
  8. Results File (Downloadable excel file)

Service Automation provides three different templates for uploading assets and adding asset tags to assets. The templates are located under the Imported Assets link in Asset Manager:

  • Excel Template (Standard Attributes Only)
  • Excel Template (All Attributes)
  • Excel Template (Asset Tags)

The "Excel Template (All Attributes)" and "Excel Template (Asset Tags)" only have columns' headers. You will not be provided with prompts on how to fill out the fields. The "Excel Template (Standard Attributes Only)" provides you with hints as to the type of data you should enter in a particular field.

Import Assets Page

The fields are case sensitive. Therefore, when entering Asset Types for your coffee machines, you must enter “Coffee Machines”, not “coffee machine”.

Navigating Asset Template Columns

The columns in the template will indicate which are required and optional. Adding as much information onto the template helps with repair and maintenance as well as data collection on the assets. All or Custom attributes have the same attributes as Standard Attributes plus columns related to refrigerant assets. 

The follow asterisks represent the following for uploading a Standard Attribute template. 

  1. *** Must be included on the template
  2. ** Must be included unless Actions were added onto the Standard Attribute
  3. * Highly recommended to include 


Standard Attributes:

  1. *Asset Type: Must be validated against the Asset Type list against the Asset Module.
  2. *Location: Location ID in Service Automation.
  3. Area: Free text field to help identify the asset.
  4. Work Order Area: Drop-down to select work order area for the asset.
  5. **Tag ID: Unique name to identify specific asset.

    Unless Actions is used on the Tag ID Standard Attribute and auto-generates one for the asset. 


  6. ***Brand: Name or producer of the asset.

    If there is no Brand name, put N/A in the column. 


  7. Model No: Specific type of asset.
  8. Serial No: Asset’s unique identity number.
  9. *Install Date: Date which the asset has been installed.
  10. Manufactured Date: Date which the asset was built.
  11. Purchase Date: Date for when the asset was bought.
  12. Condition: Asset is either: broken, poor, average, good or excellent.
  13. Is Leased: Is the asset being borrowed. (True or False)
  14. Lease Date: Start date for the leasing contract.
  15. Lease Period: Number of months the asset is being leased.
  16. Warranty Period: Number of months for the warranty on the asset.
  17. Warranty Provider: The external technician who will service the warranty.
  18. Warranty Starts from Install Date: If true, starts from install date, if false, starts from purchase date.
  19. Warranty Category: Select a category for the warranty work order.
  20. Warranty Priority: Select a priority for the warranty work order.
  21. Life Expectancy (months): Longevity of the asset.
  22. Original Value: Cost of the asset.
  23. Currency</