Support  ·  Inventory add-on

Importing equipment

Bring equipment in from a spreadsheet, with a preview first and an undo.

This guide is for the inventory add-on, which is extra on any plan.

If your equipment is in a spreadsheet now, bring it in all at once, from Settings, Inventory, Import equipment (or the link under the inventory list). Save it as CSV first (in Excel: File, Save As, CSV), with one row per piece of equipment and a header row. Download a sample shows the layout.

Upload it, and the preview matches your columns to the inventory’s by their names. Change any that are wrong, then Check again. The preview shows how many will be added, updated, and left out, and why.

• Type is matched to your equipment types by name. Pick a type for the rows without one.
• Location can be a site code or name. Checked out to can be someone’s email or name in the helpdesk, or any name.
• A column named like one of a type’s own fields (Plate, VIN, Engine hours) fills that in.
• A tag that’s already in the inventory is left alone, unless you tick Update equipment that’s already here. Then the file’s values are filled in and everything else stays.

A Team column gives equipment to one team, like Vehicle Repair (its department comes along). You only change equipment in your own departments and teams. Undo takes away what an import added, as long as nothing has happened to it since (a checkout, a ticket, a walk-around).