Importing Data

Import your assets into BlueTally in 3 simple steps:

  1. Scroll down to the data type you'd like to import and download the Excel template.

  2. Paste your data into the template.

  3. Save and upload the same file into the Import page in the BlueTally app.

Please don't hesitate to get in touch if you have any questions!

Accessories

Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • accessory_name (required)
    The name of the accessory.
    Accepts all values
    Example: Logitech MX Master
  • model_number (optional)
    The model number.
    Accepts all values
    Example: GD481A
  • order_number (optional)
    The order number.
    Accepts all values
    Example: XB8119
  • purchase_date (optional)
    The date of purchase.
    Accepts all dates
    Example: 01-01-2022
  • purchase_cost (optional)
    The purchase cost.
    Accepts all numerical values
    Example: 4810
  • currency (optional)
    The currency of the purchase price. Only needed if it's different from the default account currency.
    Accepts all ISO 4217 three-letter country codes.
    Example: USD
  • quantity (required)
    The number of items in stock.
    Accepts all numerical values
    Example: 30
  • minimum_quantity (optional)
    The minimum quantity of items available before an alert is triggered.
    Accepts all numerical values
    Example: 15
  • category_name (required)
    The category of the accessory.
    Accepts category names
    Example: Keyboards
  • supplier_name (optional)
    The supplier of the accessory.
    Accepts supplier names
    Example: Newegg
  • manufacturer_name (optional)
    The manufacturer of the accessory.
    Accepts manufacturer names
    Example: Logitech
  • location_name (optional)
    The location of the accessory.
    Accepts location names
    Example: Manhattan Office
  • department_name (optional)
    The department of the accessory.
    Accepts department names
    Example: IT Department
  • notes (optional)
    Notes.
    Accepts all values
    Example: Remember to ...
  • remote_accessory_image_url (optional)
    The accessory image.
    Accepts a HTTPS URL to an image
    Example: https://www.website.com/image.png
  • *Custom Field Name*
    *Custom Field Value*
    Create columns named after each custom field you wish to add. Column names become custom field names, and row data becomes field values. By default, new custom fields are text fields. For other custom field types, first manually create the custom field within the app before importing.
    Example:
remote_accessory_image_url
...
...
...
Color
Red
Black
White
RAM
64GB
128GB
256GB
CPU
Apple M1
Apple M2
Intel Core i9-129OOK

Accessory Checkouts

Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • checkout_accessory_name (required)
    The name of the accessory you want to check out.
    Accepts all values
    Example: Magic Keyboard
  • email_address (required for employee checkouts)
    The email address of the employee you'd like to checkout the accessory to.
    Accepts email addresses of employees already added to the app.
    Example: name@domain.com
  • location_name (required for location checkouts)
    The name of the location you'd like to checkout the accessory to.
    Accepts names of locations already added to the app.
    Example: Sydney
  • checkout_date (required)
    The date of the checkout.
    Accepts all dates
    Example: 2022-01-01
  • expected_checkin_date (optional)
    The expected checkin date.
    Accepts all dates
    Example: 2022-01-01
  • checkout_notes (optional)
    The notes of the checkout.
    Accepts all values
    Example: Forgot his headset at home, short term loan.

Assets

Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • asset_id (required)
    The ID tag of the asset.
    Accepts all values
    Example: 10000
  • product_name (required)
    The product of the asset.
    Accepts product names
    Example: iPhone 13 Pro Max
  • category_name (required for new products)
    The category of the product.
    Accepts category names
    Example: Mobile Phones
  • manufacturer_name (optional for new products)
    The manufacturer of the product.
    Accepts manufacturer names
    Example: Apple
  • asset_name (optional)
    The name of the asset.
    Accepts all values
    Example: The new iPhone
  • asset_serial (optional)
    The serial number of the asset.
    Accepts all values
    Example: CBSKS1819181
  • purchase_date (optional)
    The date of purchase.
    Accepts all dates
    Example: 01-01-2022
  • purchase_cost (optional)
    The purchase cost.
    Accepts all numerical values
    Example: 4810
  • currency (optional)
    The currency of the purchase price. Only needed if it's different from the default account currency.
    Accepts all ISO 4217 three-letter country codes.
    Example: USD
  • order_number (optional)
    The order number.
    Accepts all values
    Example: FJD8191
  • warranty_expiration_date (optional)
    The date the warranty of the asset expires
    Accepts all dates
    Example: 01-01-2022
  • end_of_life_date (optional)
    The end of life date for the asset.
    Accepts all dates
    Example: 01-01-2022
  • status_label (required)
    The current status of the asset.
    Accepts status label names
    Example: Ready to Deploy
  • supplier_name (optional)
    The supplier of the asset.
    Accepts supplier names
    Example: Newegg
  • location_name (optional)
    The location of the asset.
    Accepts location names
    Example: Manhattan Office
  • department_name (optional)
    The department of the asset.
    Accepts department names
    Example: IT Department
  • notes (optional)
    Notes.
    Accepts all values
    Example: Remember to ...
  • checked_out_to_employee (optional)
    The employee the asset should be checked out to.
    Accepts the emil address of the employee the asset is checked out to. The employee needs to exist in the app before the import.
    Example: email@domain.com
  • checked_out_to_location (optional)
    The location the asset should be checked out to.
    Accepts the name of the location the asset is checked out to. The location needs to exist in the app before the import.
    Example: New York Office
  • checkout_date (optional)
    Checkout date.
    The date the asset was checked out to the employee. Defaults to todays date if empty.
    Example: 19/09/2022
  • expected_checkin_date (optional)
    Expected Checkin date.
    The date the asset is due back from the employee.
    Example: 19/09/2022
  • checkout_condition (optional)
    The condition of the asset upon checkout.
    A number from 1-10 describing the condition of the asset when it was checked out to the employee.
    Example: 10
  • checkout_notes (optional)
    Checkout note.
    A note related to the checkout of the asset to the employee.
    Example: Remember to ...
  • *Custom Field Name*
    *Custom Field Value*
    Create columns named after each custom field you wish to add. Column names become custom field names, and row data becomes field values. By default, new custom fields are text fields. For other custom field types, first manually create the custom field within the app before importing.
    Example:
checkout_notes
...
...
...
Color
Red
Black
White
RAM
64GB
128GB
256GB
CPU
Apple M1
Apple M2
Intel Core i9-129OOK

Asset Checkouts

Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • checkout_asset_id (required)
    The ID tag of the asset you'd like to checkout. The asset needs to have a Deployable status.
    Accepts all values
    Example: 10000
  • email_address (required for employee checkouts)
    The email address of the employee you'd like to checkout the asset to.
    Accepts email addresses of employees already added to the app.
    Example: name@domain.com
  • location_name (required for location checkouts)
    The name of the location you'd like to checkout the asset to.
    Accepts names of locations already added to the app.
    Example: Sydney
  • checkout_date (required)
    The date of the checkout.
    Accepts all dates
    Example: 2022-01-01
  • expected_checkin_date (optional)
    The expected checkin date.
    Accepts all dates
    Example: 2022-01-01
  • checkout_notes (optional)
    The notes of the checkout.
    Accepts all values
    Example: Forgot his laptop at home, short term loan.
  • checkout_condition (optional)
    The condition of the asset upon checkout.
    Accepts all numerical values between 0 and 10.

Example: 8

Audits

Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • audit_date (required)
    The date of the audit.
    Accepts all dates
    Example: 01-01-2022
  • asset_id (required)
    The asset ID that was audited.
    Accepts Asset ID's
    Example: 100000
  • location_name (optional)
    The location of the audit.
    Accepts location names
    Example: Manhattan Office
  • notes (optional)
    Notes.
    Accepts all values
    Example: Remember to ...
  • audit_completed (required)
    If the audit has already been completed
    Options: TRUE or FALSE
    Example: FALSE
  • audit_scheduled (required)
    If the audit has been scheduled in the future.
    Options: TRUE or FALSE
    Example: TRUE

Categories

Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • category_name (required)
    The name of the category.
    Accepts all values
    Example: Mobile Phones
  • category_type (required)
    The category type.
    Options: Accessory, Asset, Consumable, Component or License
    Example: Asset
  • category_eula (optional)
    The End User License Agreement for the category.
    Accepts all values
    Example: When you receive this asset, you accept to these terms...
  • skip_checkout_emails (optional)
    If you have checkout confirmation emails enabled, you can chose to skip them for all items that belong to this category
    Options: TRUE or FALSE
    Example: FALSE
  • minimum_quantity (optional)
    The minimum amount of assets using products belonging to this category that should be in a deployable state before an alert is triggered. Only works for categories of the type Asset.
    Accepts all numerical values
    Example: 15
  • remote_category_image_url (optional)
    The category image
    Accepts a HTTPS URL to an image
    Example: https://www.website.com/image.png

Components

Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • component_name (required)
    The name of the component.
    Accepts all values
    Example: Samsung 512GB SSD
  • serial_number (optional)
    The serial number of the component.
    Accepts all values
    Example: CBSKS1819181
  • order_number (optional)
    The order number of the component.
    Accepts all values
    Example: FDS1231
  • purchase_date (optional)
    The date of purchase.
    Accepts all dates
    Example: 01-01-2022
  • purchase_cost (optional)
    The purchase cost.
    Accepts all numerical values
    Example: 4810
  • currency (optional)
    The currency of the purchase price. Only needed if it's different from the default account currency.
    Accepts all ISO 4217 three-letter country codes.
    Example: USD
  • quantity (required)
    The number of items in stock.
    Accepts all numerical values
    Example: 30
  • minimum_quantity (optional)
    The minimum quantity of items available before an alert is triggered.
    Accepts all numerical values
    Example: 15
  • category_name (required)
    The category of the component.
    Accepts category names
    Example: Phones
  • supplier_name (optional)
    The supplier of the component.
    Accepts supplier names
    Example: Newegg
  • manufacturer_name (optional)
    The manufacturer of the component.
    Accepts manufacturer names
    Example: Samsung
  • location_name (optional)
    The location of the component.
    Accepts location names
    Example: Manhattan Office
  • department_name (optional)
    The department of the component.
    Accepts department names
    Example: IT Department
  • notes (optional)
    Notes.
    Accepts all values
    Example: Remember to ...
  • remote_component_image_url (optional)
    The component image.
    Accepts a HTTPS URL to an image
    Example: https://www.website.com/image.png
  • *Custom Field Name*
    *Custom Field Value*
    Create columns named after each custom field you wish to add. Column names become custom field names, and row data becomes field values. By default, new custom fields are text fields. For other custom field types, first manually create the custom field within the app before importing.
    Example:
remote_component_image_url
...
...
...
Color
Red
Black
White
RAM
64GB
128GB
256GB
CPU
Apple M1
Apple M2
Intel Core i9-129OOK

Component Checkouts

Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • checkout_component_name (required)
    The name of the component you want to check out.
    Accepts all values
    Example: 1TB SSD
  • asset_id (required)
    The ID of the asset you'd like to checkout the component to.
    Accepts Asset IDs.
    Example: 100001
  • checkout_date (required)
    The date of the checkout.
    Accepts all dates
    Example: 2022-01-01
  • checkout_notes (optional)
    The notes of the checkout.
    Accepts all values
    Example: Needs upgraded storage space.

Consumables

Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • consumable_name (required)
    The name of the consumable.
    Accepts all values
    Example: Canon GS42 Ink
  • model_number (optional)
    The model number of the consumable.
    Accepts all values
    Example: GD231S
  • order_number (optional)
    The order number of the consumable.
    Accepts all values
    Example: FDS1231
  • purchase_date (optional)
    The date of purchase.
    Accepts all dates
    Example: 01-01-2022
  • purchase_cost (optional)
    The purchase cost.
    Accepts all numerical values
    Example: 4810
  • currency (optional)
    The currency of the purchase price. Only needed if it's different from the default account currency.
    Accepts all ISO 4217 three-letter country codes.
    Example: USD
  • quantity (required)
    The number of items in stock.
    Accepts all numerical values
    Example: 30
  • minimum_quantity (optional)
    The minimum quantity of items available before an alert is triggered.
    Accepts all numerical values
    Example: 15
  • category_name (required)
    The category of the consumable.
    Accepts category names
    Example: Printer Ink
  • manufacturer_name (optional)
    The manufacturer of the consumable.
    Accepts manufacturer names
    Example: Canon
  • supplier_name (optional)
    The supplier of the consumable.
    Accepts supplier names
    Example: Newegg
  • location_name (optional)
    The location of the consumable.
    Accepts location names
    Example: Manhattan Office
  • department_name (optional)
    The department of the consumable.
    Accepts department names
    Example: IT Department
  • notes (optional)
    Notes.
    Accepts all values
    Example: Remember to ...
  • remote_consumable_image_url (optional)
    The consumable image.
    Accepts a HTTPS URL to an image
    Example: https://www.website.com/image.png
  • *Custom Field Name*
    *Custom Field Value*
    Create columns named after each custom field you wish to add. Column names become custom field names, and row data becomes field values. By default, new custom fields are text fields. For other custom field types, first manually create the custom field within the app before importing.
    Example:
remote_consumable_image_url
...
...
...
Color
Red
Black
White
RAM
64GB
128GB
256GB
CPU
Apple M1
Apple M2
Intel Core i9-129OOK

Consumable Checkouts

Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • checkout_consumable_name (required)
    The name of the consumable you want to check out.
    Accepts all values
    Example: Canon 5610 Printer Ink
  • email_address (required for employee checkouts)
    The email address of the employee you'd like to checkout the consumable to.
    Accepts email addresses of employees already added to the app.
    Example: name@domain.com
  • location_name (required for location checkouts)
    The name of the location you'd like to checkout the consumable to.
    Accepts names of locations already added to the app.
    Example: Sydney
  • checkout_date (required)
    The date of the checkout.
    Accepts all dates
    Example: 2022-01-01
  • checkout_notes (optional)
    The notes of the checkout.
    Accepts all values
    Example: Needed more printer ink.

Departments

Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • department_name (required)
    The name of the department.
    Accepts all values
    Example: HR Department
  • department_email (optional)
    Department Email.
    Accepts all emails
    Example: department@company.com
  • department_phone (optional)
    Department Phone.
    Accepts all values
    Example: +12123412123

Depreciations

Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • depreciation_name (required)
    The name of the depreciation.
    Accepts all values
    Example: Mobile Phone Depreciation
  • depreciation_number_of_months (required)
    The duration of the depreciation in months.
    Accepts numerical values
    Example: 36
  • depreciation_minimum_value_after_depreciation (optional)
    The minimum value of the asset after depreciation.
    Accepts numerical values
    Example: 1500

Employees

Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • employee_name (required)
    The name of the employee.
    Accepts all values
    Example: John Wilson
  • employee_title (optional)
    The job title of the employee.
    Accepts all values
    Example: HR Manager
  • employee_email (required)
    The email of the employee.
    Accepts all emails
    Example: john@company.com
  • location_name (optional)
    The location of the employee.
    Accepts location names
    Example: Manhattan Office
  • department_name (optional)
    The department of the employee.
    Accepts department names
    Example: HR Department
  • manager_email (optional)
    The email address of the employee's manager.
    Accepts email addresses of employee entries already added to the system
    Example: manager@company.com
  • notes (optional)
    Notes.
    Accepts all values
    Example: Remember to ...
  • *Custom Field Name*
    *Custom Field Value*
    Create columns named after each custom field you wish to add. Column names become custom field names, and row data becomes field values. By default, new custom fields are text fields. For other custom field types, first manually create the custom field within the app before importing.
    Example:
notes
...
...
...
Badge Number
01231
01232
01233
Billing ID
10001
10002
10003

Licenses

Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • software_name (required)
    The name of the software.
    Accepts all values
    Example: Adobe Photoshop
  • license_type (required)
    If it is a Dynamic or Product Key license. Dynamic is for modern SaaS licenses where you have a number of seats that you can allocate to any user (like Microsoft 365), and Product Key is for legacy softwares where you have individual product keys for every user.
    Accepts 'Dynamic' or 'Product Key'.
    Example: Dynamic
  • licensed_to_name (optional)
    The name the software is licensed to.
    Accepts all values
    Example: John Peterson
  • licensed_to_email (optional)
    The email the software is licensed to.
    Accepts all email
    Example: john@company.com
  • number_of_seats (required for 'Dynamic'-type licenses)
    The total number of seats you have for the license. This is for licenses of the type 'Dynamic'. For 'Product Key'-type licenses, you need to use the License Product Key Template to set the amount of seats.
    Accepts all numerical values
    Example: 30
  • minimum_seats (optional)
    The minimum quantity of seats available before an alert is triggered.
    Accepts all numerical values
    Example: 15
  • expiration_date (optional)
    The expiration date of the license.
    Accepts all dates
    Example: 01-01-2022
  • termination_date (optional)
    The termination date of the license.
    Accepts all dates
    Example: 01-01-2022
  • order_number (optional)
    The order number of the license.
    Accepts all values
    Example: FDS1231
  • purchase_cost (optional)
    The purchase cost.
    Accepts all numerical values
    Example: 4810
  • purchase_date (optional)
    The date of purchase.
    Accepts all dates
    Example: 01-01-2022
  • currency (optional)
    The currency of the purchase price. Only needed if it's different from the default account currency.
    Accepts all ISO 4217 three-letter country codes.
    Example: USD
  • category_name (required)
    The category of the license.
    Accepts category names
    Example: Photo Editing Software
  • manufacturer_name (optional)
    The manufacturer of the license.
    Accepts manufacturer names
    Example: Adobe
  • supplier_name (optional)
    The supplier of the license.
    Accepts supplier names
    Example: Newegg
  • location_name (optional)
    The location of the license.
    Accepts location names
    Example: Manhattan Office
  • department_name (optional)
    The department of the license.
    Accepts department names
    Example: Creative Department
  • notes (optional)
    Notes.
    Accepts all values
    Example: Remember to ...
  • remote_license_image_url (optional)
    The software license logo.
    Accepts a HTTPS URL to an image
    Example: https://www.website.com/image.png
  • *Custom Field Name*
    *Custom Field Value*
    Create columns named after each custom field you wish to add. Column names become custom field names, and row data becomes field values. By default, new custom fields are text fields. For other custom field types, first manually create the custom field within the app before importing.
    Example:
remote_license_image_url
...
...
...
Color
Red
Black
White
RAM
64GB
128GB
256GB
CPU
Apple M1
Apple M2
Intel Core i9-129OOK
License Product Keys
Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • license_software_name (required)
    The name of the software license.
    Accepts software license names, as long as it has the Product Key license type.
    Example: Adobe Photoshop
  • product_key (required)
    The product key for the license.
    Accepts all values
    Example: FHDHZ-R4428-FHFHD-42HFDJ
License Checkouts
Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • checkout_license_name (required)
    The name of the license you'd like to checkout.
    Accepts all values
    Example: Adobe Photoshop
  • product_key (required for 'Product Key'-type licenses)
    The product key of the specific license seat you'd like to checkout.
    Accepts all values
    Example: 1
  • email_address (required for employee checkouts)
    The email address of the employee you'd like to checkout the license seat to.
    Accepts email addresses of employees already added to the app.
    Example: name@domain.com
  • asset_id (required for asset checkouts)
    The ID of the asset you'd like to checkout the license seat to.
    Accepts Asset IDs.
    Example: 100001
  • checkout_date (required)
    The date of the checkout.
    Accepts all dates
    Example: 2022-01-01
  • expected_checkin_date (optional)
    The expected checkin date.
    Accepts all dates
    Example: 2022-01-01
  • checkout_notes (optional)
    The notes of the checkout.
    Accepts all values
    Example: Forgot his laptop at home, short term loan.

Locations

Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • location_name (required)
    The name of the location.
    Accepts all values
    Example: Manhattan Office
  • location_address_1 (optional)
    Address Line 1.
    Accepts all values
    Example: 706 Pacific Street
  • location_address_2 (optional)
    Address Line 2.
    Accepts all values
    Example: Cooper Avenue
  • location_city (optional)
    Location City.
    Accepts all values
    Example: New York
  • location_zip (optional)
    Location Zip.
    Accepts all values
    Example: 10011
  • location_state (optional)
    Location State.
    Accepts all values
    Example: New York
  • location_country (optional)
    Location Country.
    Accepts all countries
    Example: United States
  • remote_location_image_url (optional)
    The location image.
    Accepts a HTTPS URL to an image
    Example: https://www.website.com/image.png
  • location_email (optional)
    Location Email.
    Accepts all emails
    Example: location@company.com
  • location_phone (optional)
    Location Phone.
    Accepts all values
    Example: +12123412123
  • currency (optional)
    The currency used at the location. All items that belong to this location will use this currency.
    Accepts all ISO 4217 three-letter country codes.
    Example: USD
  • *Custom Field Name*
    *Custom Field Value*
    Create columns named after each custom field you wish to add. Column names become custom field names, and row data becomes field values. By default, new custom fields are text fields. For other custom field types, first manually create the custom field within the app before importing.
    Example:
currency
...
...
...
Internal Location ID Number
01231
01232
01233
On-site IT?
No
Yes
No
Maintenances
Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • maintenance_name (required)
    The name of the maintenance.
    Accepts all values
    Example: Fixed broken screen
  • maintenance_type (required)
    The type of maintenance.
    Options: Maintenance, Repair, Upgrade, Test, Calibration, Hardware Support, Software Support
    Example: Repair
  • asset_id (required)
    The asset ID that was audited.
    Accepts Asset ID's
    Example: 100000
  • start_date (required)
    The start date of the maintenance.
    Accepts all dates
    Example: 01-01-2022
  • end_date (optional)
    The end date of the maintenance.
    Accepts all dates
    Example: 01-01-2022
  • cost (optional)
    The cost of the maintenance.
    Accepts all numerical values
    Example: 350
  • supplier_name (optional)
    The supplier of the maintenance.
    Accepts supplier names
    Example: Newegg
  • notes (optional)
    Notes.
    Accepts all values
    Example: Remember to ...
Manufacturers
Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • manufacturer_name (required)
    The name of the manufacturer.
    Accepts all values
    Example: Dell
  • manufacturer_url (optional)
    The link to the manufacturers website.
    Accepts all URLs.
    Example: https://www.dell.com
  • manufacturer_support_url (optional)
    The link to the manufacturers support page.
    Accepts all URLs.
    Example: https://www.dell.com/support
  • manufacturer_support_phone (optional)
    The manufacturers support phone number.
    Accepts all values
    Example: 1-877-DELLTTY
  • manufacturer_support_email (optional)
    The manufacturers support email.
    Accepts all email addresses
    Example: support@dell.com
  • notes (optional)
    Notes.
    Accepts all values
    Example: Remember to always...
  • remote_manufacturer_image_url (optional)
    The manufacturer logo.
    Accepts a HTTPS URL to an image
    Example: https://www.website.com/image.png
Products
Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • product_name (required)
    The name of the product.
    Accepts all values
    Example: iPhone 13 Pro Max
  • product_number (optional)
    The model number of the product.
    Accepts all values
    Example: A1381
  • end_of_life_type (required)
    The end of life type.
    Options: Fixed Date, Months from Asset Purchase Date, Months from Asset Warranty Expiration Date, Individual Per Asset.
    Example: Fixed Date
  • end_of_life_date (optional)
    The end of life date for the product (if end_of_life_type is Fixed Date).
    Accepts all dates
    Example: 01-01-2022
  • end_of_life_months (optional)
    Number of months from asset purchase date/warranty expiration date to end of life (if end_of_life_type is Months from Asset Purchase Date or Months from Asset Warranty Expiration Date).
    Accepts all numerical values
    Example: 24
  • default_purchase_cost (optional)
    The default purchase cost for all assets using this product.
    Accepts all numerical values
    Example: 5000
  • manufacturer_name (optional)
    The manufacturer of the product.
    Accepts manufacturer names
    Example: Apple
  • category_name (required)
    The category of the product.
    Accepts category names
    Example: Mobile Phones
  • depreciation_name (optional)
    The depreciation of the product.
    Accepts depreciation names
    Example: Mobile Phone Depreciation
  • minimum_quantity (optional)
    The minimum amount of assets using this product that should be in a deployable state before an alert is triggered.
    Accepts all numerical values
    Example: 15
  • notes (optional)
    Notes.
    Accepts all values
    Example: Remember to ...
  • remote_product_image_url (optional)
    The product image.
    Accepts a HTTPS URL to an image
    Example: https://www.website.com/image.png
  • *Custom Field Name*
    *Custom Field Value*
    Create columns named after each custom field you wish to add. Column names become custom field names, and row data becomes field values. By default, new custom fields are text fields. For other custom field types, first manually create the custom field within the app before importing.
    Example:
remote_product_image_url
...
...
...
Color
Red
Black
White
RAM
64GB
128GB
256GB
CPU
Apple M2
Apple M1
Intel Core i9-129OOK
Suppliers
Click here to download the Excel template
Columns labeled 'optional' can be left blank, but please do not delete these columns from your spreadsheet.
Spreadsheets with deleted columns from the template will result in a failed import.
Columns
  • supplier_name (required)
    The name of the supplier.
    Accepts all values
    Example: Newegg
  • supplier_address_1 (optional)
    Address Line 1.
    Accepts all values
    Example: 706 Pacific Street
  • supplier_address_2 (optional)
    Address Line 2.
    Accepts all values
    Example: Cooper Avenue
  • supplier_city (optional)
    Supplier City.
    Accepts all values
    Example: New York
  • supplier_zip (optional)
    Supplier Zip.
    Accepts all values
    Example: 10011
  • supplier_state (optional)
    Supplier State.
    Accepts all values
    Example: New York
  • supplier_country (optional)
    Supplier Country.
    Accepts all countries
    Example: United States
  • supplier_contact_name (optional)
    Supplier Contact Name.
    Accepts all values
    Example: James Peterson
  • supplier_contact_phone (optional)
    Supplier Contact Phone.
    Accepts all values
    Example: +184818191
  • supplier_contact_fax (optional)
    Supplier Contact Fax.
    Accepts all values
    Example: +1448653685
  • supplier_contact_email (optional)
    Supplier Contact Email.
    Accepts all email addresses
    Example: support@newegg.com
  • supplier_url (optional)
    Supplier URL.
    Accepts all URLs
    Example: https://www.newegg.com
  • notes (optional)
    Notes.
    Accepts all values
    Example: Remember to always...
  • remote_supplier_image_url (optional)
    The supplier logo.
    Accepts a HTTPS URL to an image
    Example: https://www.website.com/image.png