Assets Bulk Import – User Guide

Introduction

The Assets Bulk Import feature allows you to upload multiple assets at once using a structured Excel file. This helps save time and ensures consistency when adding large volumes of asset data across sites.

Accessing the Bulk Import Feature

1. Navigate to PPM from the main menu.

2. Click on PPM Items.

3. Select Bulk Import.

4. You will be redirected to the Assets Bulk Uploader page.

Downloading and Preparing the Template

1. Download the sample Excel file from the Assets Bulk Uploader page.

2. Open the file and enter your asset data following the provided format.

Mandatory Fields

• Asset Name

• Asset Type

• Client Name

• Site Name

• Site Postcode

Optional Fields

• Description – Add a brief summary of the asset and include the attending engineer’s name.

• Any other relevant asset details supported by the template.

Uploading the File

1. Return to the Assets Bulk Uploader page.

2. Select your completed Excel file.

3. Click Load Data.

4. The system will process the file and display a preview of the uploaded data.

Reviewing and Confirming Data

1. Carefully review the preview to ensure all information is correct.

2. If any changes are required, update the Excel file and re-upload it.

3. Once satisfied, click Upload Data to confirm.

Verifying the Upload

1. Open the relevant Site(s).

2. Navigate to the Assets tab.

3. Confirm that the assets have been successfully added with the correct details.

Tips & Best Practices

• Always use the provided sample file to avoid formatting errors.

• Double-check mandatory fields before uploading.

• Use clear and consistent naming for assets.

• Include useful details in the Description field for better tracking and maintenance.