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Importing and Exporting Kits

Only clients with Asset Essentials Enterprise have the ability to import their data. All Asset Essentials clients can export their data once it is entered into the program. *Note: If you are interested in accessing Asset Essentials Enterprise features, please contact your Implementation Specialist or Sales Representative.

How to Import Kit Data

  • Click on the Parts & Purchase Orders menu icon and then click Kits.
  • Click the Import button.
  • If needed, click Download Import Template to download a CSV file with all the column headers preloaded. 
  • Select the import file by clicking the Browse button and choosing the appropriate file from your computer.
  • You can also choose to select the file from your Documents Library by clicking the Select option and clicking the image icon.
  • Click Upload.

 

 

  • Once the file imports, the name of the file will be displayed along with some additional options such as indicating whether your file has a header row and choosing a Delimiter.
  • You can choose for Asset Essentials to Ignore existing records in the import file or Override existing records in the import.
  • Select a Mapping from the drop down menu.
    • If no mapping has been created, click New.
    • Asset Essentials will automatically attempt to match the appropriate Asset fields in the Target column with the import file's column headers found in the Source column. You can change any of the Source fields to match the target field by selecting the appropriate field from the drop down.

     

     

    • Enter a Name for the Mapping.
    • Choose whether you want this mapping available to other users.
    • Click OK to save the mapping.
  • To determine if there will be any errors with importing the data, click the Validate button. This will display any potential errors.
  • Click the Import button to import your data.
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How to Export Kit Data

  • Click on the Parts & Purchase Orders menu icon.
  • Select Kits.
  • Click the Export button.
  • Select the file type for the export.
  • Choose whether the export should include only the visible columns on the summary page or all columns applicable to the Kit.
  • You can select to export only a selected record or records, the current page, a range of pages, or all pages.
  • Click OK to export the file.

 

 

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