Importing Data
Import your assets into BlueTally in 3 simple steps:
Scroll down to the data type you'd like to import and download the Excel template.
Paste your data into the template.
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 templateColumns 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.
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 templateColumns 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.
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 templateColumns 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.
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 templateColumns 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.
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 templateColumns 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.
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 templateColumns 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.
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 templateColumns 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.
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 templateColumns 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.
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 templateColumns 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.
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 templateColumns 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.
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 templateColumns 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.
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 templateColumns 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.
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 templateColumns 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.
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 templateColumns 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.
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 templateColumns 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.
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 templateColumns 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.
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 templateColumns 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.
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 templateColumns 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.
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 templateColumns 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.
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 templateColumns 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.
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 templateColumns 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.
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