Assisted Data Imports: Equipment Assisted Data Imports: Equipment

Assisted Data Imports: Equipment

David Martinez David Martinez

Adding your Equipment (also known as Assets) is key to reaching higher levels of utilization to keep your business humming. We'll help you track and assign your most valuable pieces of equipment.

Step 1

Using the main navigation bar on the left, first click on Settings, then Assisted Import. After that, click on the Equipment Upload button. This will launch the Equipment upload process.

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Step 2

You'll be presented with a table of the data that's about to be imported. Please review the table to ensure you it's as complete as possible. 

 

Field Descriptions

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Equipment Name
The name of the piece of machinery you wish to schedule.


Description
Feel free to describe this piece of equipment here.

External ID
This field is used to store an ID value from an external system, for example your Invoicing or ERP application. When you export data from another system, you can include this field to easily import it into other applications (such as Assignar) and make sure the data matches.

License Plate Number
The license plate number that's assigned to your equipment.


Year
The year you would like to associate with your equipment.


Make
Make as in "Make and Model".

Model
Model as in "Make and Model".

Serial Number

The serial number for this piece of equipment.

Charge Rate
A unit of cost, typically associated with time (i.e. hour, day, month) charged to your customer.

Number Readings
We suggest using your odometer reading here

Tags
Use tags to group and filter for your equipment while in Assignar

Roles

Think of "Roles" as abilities, things your piece of equipment can do. 



Step 3 

Map your uploaded data to the Assignar data types. Just think of this as moving the data from an external "bucket" into the right Assignar "bucket".  Once everything is mapped correctly, click review so you can preview your work before committing.

Here the system is asking you to confirm the names within the column headers. If everything looks good, select YES.

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Here the system is asking you to confirm mappings. Use the green buttons to confirm all of your data is moving into the right buckets going forward. Then click continue.

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Step 4

If the systems finds challenges in your import, it will give you a chance to fix them. The issues will appear as red boxes within your data table. Data immediately flagged in red will be items that are improperly formatted or have missing data. Correct any issues in your data.

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Once you have fixed any data issues, you can continue onto submitting all of your new data.

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That's it, you did great. Your Equipment Data now resides in Assignar. 

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To see your new Data, from the top level menu go to Resources > Equipment and use the advanced search. Type in one of the names you have imported and hit return. You'll see your data now appear in the results.

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