Migrating data from other Asset Tracking Software to EZOfficeInventory

EZOfficeInventory - Asset Tracking Software

Does the asset tracking software you currently use not really fit your needs? Maybe you’ve spent months tediously adding data to it, and think migrating information over to another system might be too difficult or simply not worth the effort.

EZOfficeInventory enables you to bring over information from other equipment management software quickly and seamlessly. Don’t lose any of the depth or nuance you’ve spent drilling into your data from day one.

A complete data migration is as easy as:

Migrating data to EZOfficeInventory

And that’s it! You can begin using EZOfficeInventory’s comprehensive equipment management features as quickly as that. 

Exporting data

Most asset management software will have an option to export data as a CSV file. An example below shows where you might find this button on some software:

Asset Tracking Software MigrationThis screenshot shows the exporting tool for Wasp, highlighted in yellow.

 

You’ll now have all your data as a CSV file. You might have to do this multiple times for different categories such as items, users, locations, etc.

Transferring data from one software to another can seem like a challenge, but all you really need are a few minor changes. As an example, let’s look at two major categories you’d probably want to transfer over into EZOfficeInventory first: Items and Members.

Mapping Items

Some asset tracking software treat all kinds of items the same way; there’s no nuance in terms of handling the difference between individually-tracked assets, for example, or bulk-tracked asset stock, or even consumables such as inventory. Therefore, the exported items’ CSV will be downloaded as a single file, with no differentiation between, say, assets and inventory. To tweak this for EZOfficeInventory, simply locate the items which have a quantity of more than one (and are therefore tracked in bulk like inventory or asset stock).

CSV for Equipment Management Software

You can then Cut and Paste this into a new file, ready to be exported into EZOfficeInventory.

Next, open your account in EZOfficeInventory and go to Items > Assets > Import From Excel Sheet > Add New Assets. Upload the appropriate CSV (in this case, the original with the ‘Inventory’ or ‘Asset Stock’ rows removed).

EZOfficeInventory - Asset Tracking Software

 

The next step is to map your Excel fields from your original asset tracking software onto EZOfficeInventory. You’ll be asked to choose which details each column represents. Naturally, there will be some change in verbiage from a generic asset tracking software to EZOfficeInventory. This includes Manufacturer mapping onto Vendor, Purchase Cost onto Price, Groups onto Categories, etc. You can even skip some columns if you think they are unnecessary.

Mapping in EZOfficeInventory

Note: Some software allow you to have the same Asset Tags for different items. In EZOfficeInventory, you can either create a new Custom Field for these Asset Tags, or use a new field altogether for AINs, which are unique to each item to better facilitate the tracking of equipment.


Creating and Mapping Custom Fields

You might find that some fields that are important to your workflow are not present in EZOfficeInventory. To fix this, simply go to More > Custom Fields, and create a new Custom Field as follows:

Custom Fields for Asset Tracking Software

 

This step needs to be done before you start mapping. As seen below, the drop-down will come pre-populated with the Custom Field you created.

Mapping Custom Fields for Asset Tracking Software

After you’ve mapped all your columns, click ‘Preview’ and check that everything is in order. This should look something like this:

Preview

Next, click import, and you’re done!

You can repeat the same process with the new Asset Stock or Inventory CSV file you created. For example, click Items > Inventory > Import From Excel Sheet > Add New Inventory.Inventory importAfter the mapping is complete, you’ll have a newly-populated inventory list!

Successful Inventory

Mapping Members

An area that might require a few tweaks depending on the asset tracking software you use is that of members or employees. After you’ve exported the original CSV, you might need to add a column specifying the ‘roles’ of your members, as this is often not data that is exported in most software.

Create a column called Roles within the CSV, and populate it with whatever authority you want your members to have – that is, ‘admin’ or ‘staff user’. If you don’t have too many administrators, you can also import the file as is, and later edit members’ profiles to give them a role other than Staff User (which is the default option).

Next, go to Members > Add Multiple Members > Import From Excel Sheet > Add New Members, and you’re off! Map the columns as you see fit, and check the preview to see if everything looks good before importing the data. Make sure you delete the EZOfficeInventory Account Owner from the Excel file (as they will already have been created in EZOfficeInventory when the account itself was created).

Members Preview ButtonNote: If you want your members to be able to log into the system, make sure you add email addresses unlike the preview above!

You can use this same process and little tweaks to map all sorts of data, such as any details pertaining to locations, groups, and so on.

EZOfficeInventory is a cloud-based asset tracking software that enables companies all over to world to manage assets, increase accountability and improve their workflows. This is all done with the help of an intuitive interface that helps your employees efficiently share and co-manage data without any prior training. We’ve had some requests from customers wishing to move information from some equipment management software to our own. If you need additional help moving data from Wasp to EZOfficeinventory, for example, drop us an email at support@ezofficeinventory.com

Share your Queries

For more assistance, drop us an email at info@ezofficeinventory.com. You can also share your ideas on our Community Forum or visit our blog for detailed support posts on our equipment management software.

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