Import Your Assets (Equipment)

  • Updated

Who this feature is for

  • Those set up as a Dashboard User with access to Assisted Import in the Assignar Web App.
  • Those responsible for the setup of Assignar in your company.

Now, let's get your Assets (Equipment) into our system. This will also help you leverage our Scheduling module, so you can begin tracking time against your equipment.

 

Watch this short video.

To learn how to setup your Assets with our Assisted Import. Or, read on for the written steps below.

Disclaimer: The video steps through setting up workers, however, the steps are practically the same for Assets.

 

Under Settings, go to the Assisted Import page and tap Upload 

Name*DescriptionExternal IDRegistration NumberYearMakeModelSerial NumberCharge RateNumber ReadingCommentsTagsTasks
             

Complete your Equipment's information

You'll then see a table where you can start to fill out more information about your Equipment. 

 

FieldsField Description
Equipment NameThe name of the piece of Equipment
Description
 		Feel free to describe this piece of equipment here.
External ID
 		Used to store an ID value from an external system e.g. 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".
ModelModel as in "Make and Model".
Serial NumberThe 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

  • If the value is found to already exist we will add the worker to it, if it does not yet exist we will create it.
  • You can add multiple Tags if they're separated by a comma in the same row/column
Tasks

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

  • If the value is found to already exist we will add the worker to it, if it does not yet exist we will create it.
  • You can add multiple Tasks if they're separated by a comma in the same row/column

 

You can upload this data into Assignar

To make this process more efficient, you can tap Upload from file and upload this data into Assignar. Alternatively, you can manually type in this information too.

 

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 correctly mapped, tap Review to preview your work before committing. 

Here, the system is asking you to confirm mappings. You can change the Destination fields as required or delete any fields if you do not need them.

 

 

If there are any issues, we'll highlight them in red and give you the chance to fix them.

Data immediately flagged in red are improperly formatted, have missing data, or a duplicates of already existing Assets/External IDs. Correct any issues in your data.

 

See to it that the table above matches or comes close to what you had in your original spreadsheet.
Tip: click into the table and use the arrow keys on your keyboard to travel horizontally to the left or right.

 

 

Once all your issues are corrected, tap Continue and your data will be uploaded. Success!

To see your new Assets, go to the Assets page (or Equipment page) on our Assignar Web App.

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