Importing Items into EZOfficeInventory – Asset Tracking Software

Asset tracking software

Asset tracking software needs to be able to process thousands of business assets quickly and efficiently. Importing items into EZOfficeInventory is extremely straightforward with our nifty import wizard. You can instantly add or update all items – including assets, asset stock, and inventory – by setting up a CSV file and mapping the columns onto existing ones. This guide will take you through the basics of item imports, and provide you with some helpful tips to ensure seamless imports each time!

CONTENTS
Custom Fields
Adding Assets
Adding Asset Stock
Adding Inventory
Updating Items
Mass Checkins and Checkouts
Bulk Import Templates

Before you start, it would be helpful to go through this quick guide on importing basics.

Custom fields

If the columns shown while mapping don’t cater to all your asset management needs, you can map onto tailor-made columns through custom fields. The process for setting up custom fields is outlined here. Below, we’ve set up some custom fields for tracking project numbers, usage type, and inspection dates:

Asset Tracking Software

With custom fields all set up, you can start the basic process for importing items. We’ve outlined the steps for importing assets, but remember that you can import asset stock and inventory the same way.

Adding Assets

First, set up a CSV with columns pertaining to different asset attributes. The following columns will be present for mapping assets later by default:

equipment management software

You might want to add details for fields not present above. This is where your custom fields come into play. Simply add columns for them, so your CSV looks something like this:

Asset Tracking Software

Next, go to Items →  Assets → Import from Excel Sheet → Add New Asset. 

Asset Tracking Software

Upload your CSV file, as shown below:

Asset Tracking Software

You can now start mapping! Choose the relevant option from the dropdown, or skip a column if you have nothing to map it to. You can always scroll back and edit a previous column.

Asset Tracking Software

The highlighted checkboxes below give you a few options. If you have a header row describing the column type, the first checkbox will allow you to ignore it in the import.

Additionally, if you’ve associated an asset to a location, group, subgroup, or vendor that doesn’t exist yet, you can ask the system to create these in one go during the new import.

Asset Tracking Software

After you’re done mapping the columns, you can press the Preview button for a preview of what your assets will look like, as shown below:

Asset Tracking Software

Click the Import button, and you’re done! The system will display all your new imports under the ‘Imported Assets’ filter, so you can take mass action on them immediately. This can be done from the Action button:

Asset Tracking Software

Adding Asset Stock

The process for adding asset stock is the same as above. To start, go to Items →  Asset Stock → Import from Excel Sheet → Add New Asset Stock. Below, you can see the asset stock fields that will be available for you to map to:

Asset Tracking Software

Note that the ‘Inspection’ and ‘Project Number’ fields are custom fields created for the purpose of this guide.


Adding Inventory

To add inventory, go to Items →  Inventory → Import from Excel Sheet → Add New Inventory. You can see that the fields available for mapping inventory are slightly different, with some notable inclusions such as fields for low stock thresholds and prices for adding and removing stock:

Asset Tracking Software

If you provide details on the quantity to be added to stock, the Stock Price column must be mapped.

Also note that stock cannot be added or removed through imports. You can only set up the initial stock through an Add Import.

Updating Items

Items can be updated just as you would add them. For this, go to Items →  Assets → Import from Excel Sheet → Update Existing Assets. Please note that if you try to update assets through the ‘Add New Assets’ button, you would be creating duplicates rather than updating asset values!

Mass Checkins and Checkouts

You can also instantly update asset checkins and checkouts using a CSV file. For this, go to Items →  Assets → Import from Excel Sheet → Checkin/Checkout of Assets. The columns available for mapping here are outlined below:

Asset Tracking Sofwtare

And as easy as that, you can add new items, update items, or change the checkin/checkout status of assets using our asset tracking software.

Bulk Import Templates

Note that only 1000 records can be imported at one time. If you want to do excel imports multiple times, you may want to create a Mapping Template from Items →  Assets → Import from Excel Sheet → Add New Assets → New Import Template:

Equipment Management Software

Here, you can choose what columns you’d like to map to later, and use this template repeatedly to speed up multiple imports. This is what your mapping options will look like:

Equipment Management Software

Click ‘Create Bulk Import Template‘, and you’ll receive a confirmation about the columns you’ve chosen. You can also Edit and Delete these templates.

Equipment Management Software

You can choose one of these templates when you do a new import. Here’s what this should look like:

Asset Tracking Software

Related Posts

– Importing in EZOfficeInventory – A Quick Guide
What information or data can I export from EZOfficeInventory?
How do I import images and documents when importing from Excel?
 Migrating Data from other Asset Tracking Software to EZOfficeInventory

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

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