To Import your Assets into Tracmor please follow these 5 steps:
1) Import the Categories: Click on the Admin Tab and then click on Categories in the main menu. (more)
2) Import the Manufacturers: Click on the Admin Tab and then click on Manufacturers in the main menu. (more)
3) Import the Locations: Click on the Admin Tab and then click on Locations in the main menu. (more)
4) Import the Models: Click on the Assets Tab and then click on Import Models in the main menu. (more)
5) Import the Assets: Click on the Assets Tab and then click on Import Assets in the main menu. (more)
Importing your assets or other data is one way to get your asset management database into Tracmor quickly. If you already have files that can be saved in a comma separated value (.csv) format, such as Excel spreadsheets, or files that can be saved in text (.txt) format, you are well on your way to importing essential information.
A list to be imported must be saved in a .csv or .txt file format.
- Use a spreadsheet editor like Excel to create one or more columns with a header that matches the field name in Tracmor, for example: manufacturer. When saving the file, select “Save As”, and select the format CSV or text.
- Word processors such as Microsoft Word and Notepad can be saved as a text file. When importing a text file, you will need to indicate the text delimiter (tabs, commas, none).
An Excel .csv file for a list of manufacturers might look like this (Note the header in row 1 - it is useful for mapping to the Tracmor field when importing. The data is in a column listing manufacturer names with no empty rows before or after the list).
Then, import models by associating a short description and model or part number with a category and manufacturer. For the example below, the information in columns A and B (categories and manufacturers) would already have been imported or added, but must be listed here in order to build the model. Columns C and D consist of the new parameters that define the model: model and short description.
(A fifth parameter, model long description, can also be imported, but it is optional and is not shown in this example.)
Finally, and in a similar manner, associate the model with a location and asset tag to create a unique asset record.
(Values for custom fields can also be imported, but the custom fields must be created first for them to appear as a Tracmor field that can be mapped in Step 2 of the import process.)
The general steps for importing data are the same for each parameter (or set of parameters), as follows. For more specific steps, also see specific questions, such as “How do I import manufacturers?”
- Create a .csv or .txt file with descriptive headers and columns of data.
Navigate to the import interface of interest; the options are:
a. Assets > Import Models,
b. Assets > Import Assets,
c. Contacts > Import Companies,
d. Contacts > Import Contacts,
e. Admin > Categories > Import Categories,
f. Admin > Manufacturers > Import Manufacturers,
g. Admin > Locations > Import Locations
- The default settings of “comma separated” and text delimiter “none” in step 1 apply to Excel .csv files - no need to change them if you are importing that type of file.
- Click Choose File to browse for the.csv or .txt file that contains the data to be imported.
- Check the box next to Header Row if the file includes a descriptive header row.
- Specify the Import action: click on Create Records if all the information is new; click on Create and Update records if you exported a .csv file from Tracmor, edited it, and are importing the updated data (for details see “Can I update data by exporting it and importing the modified file?”)
- Click Next.
- Map the “Tracmor Field” to the “Header Row” by clicking on the dropdown menu and selecting the parameter that matches the header row. Note that all parameters in red are required fields, and if you do not map them an error message will explain that mapping these fields is required. Optional or custom fields are in black. The values in the “Row 1”column are a preview of the values of your first row that you are about to import.
- Optional: add default values as appropriate.
- Click Import Now.
- Check the Import Results for a status report of the number of records imported successfully and a list of records that could not be imported.
- Verify that the values were imported as intended by viewing them, for instance in list view.