Data Import

Information and Process to prepare Data for the Data Import Tool In the asset Management Software

Get Started: Follow the steps in sequential order to gain the necessary knowledge and foundation

of the Asset Management solution

Step 1 - Review the video below to better understand how to plan for Data Migration

Step 2 - Download a copy of the Data Import Template to review as you watch the next video on the Data Import Tool. IMPORTANT: You must use this template to upload your data - be very careful not to remove any columns or change any formatting when putting your data into the template.

Step 3 - Review the video below about the Data Import Tool

Note: Once you have some data in your spreadsheet, it would be helpful for you to come back and watch the video again - just to be sure you are on the right track.

Step 4 - Download these helpful resources Below

The Data Import file below has some SAMPLE data to help you get started. Be sure to use it as a reference and do not put your data here, you should start with the fresh template you downloaded in Step 2 for your data

The “device import cheat sheet'“ can help you work through confusion if the other resources haven’t helped you. This document explains the data and best practices with a different approach and can be helpful.

Step 5 - Request The Activation of the Data Import Tool in your Application by contacting your Implementation Manager.

Step 6 - try uploading a small set of data first (no more than 50 assets) in order to help you work through the process of troubleshooting errors and understanding of the Data Import Tool.