How to import and delete equipment and tools in batch?

To import equipment and tools in batch, follow these steps:

1. Go to Settings | General | File Imports;

2. In the Import Equipment and Tools row, click on the EquipmentAndTools template;

3. On the import screen, click on Download file to get the template file;

4. Fill in the downloaded file, according to the rules below;

5. In File to Import, click on Select and choose the filled-in file;

6. Click on Import;

7. View the result in the Summary of imports, displayed on the same screen. If there are no errors or warnings, the summary shows No messages. Otherwise, click on the number of messages to view them.

Fill in the import file

When filling in the file, the following rules apply:

• The Key and Description fields are required;

• If the Key column is not filled in, the row is ignored;

• If the Criticality field is filled in, the CriticalityDescription field must also be filled in;

• If the Brand field is filled in, the BrandDescription field must also be filled in;

• If the Model field is filled in, the ModelDescription and Brand fields must also be filled in;

• If the Family field is filled in, the FamilyDescription field must also be filled in;

• When these fields are filled in, the criticality, brand, model and family are created or, if they already exist, updated;

• If the ParentAsset field is filled in, the parent asset (equipment or tool) must be in the file or already registered in the product. Otherwise, the asset is not added;

• If the equipment is already registered in the product and is in the file, it is updated. This validation is done by the equipment key;

• The IsTool field must have the value 1 if the record is a tool; otherwise, it must have the value 0;

• Date fields and the PurchasePrice field must be in the format of the culture selected by the user;

• The attachment links must be entered in the Attachment1 to Attachment10 columns. Each asset can have a maximum of 10 attachments. If this limit is exceeded, the excess attachments are not added. For example, if the equipment already has 4 attachments, only 6 more are added, even if the file contains 10;

• If the import is repeated, the equipment attachments are added again, regardless of whether they were added in a previous import;

• Attachments must be stored on Dropbox, Google Drive or another storage service that provides a direct download link;

• The equipment image must be stored on Dropbox, Google Drive or another storage service that provides a direct download link;

• The Company field should only be filled in if there is more than one company. To identify the intended company, check the company identifier in the company selector, at the top of the screen;

• The file must be of type CSV, with the semicolon (;) as the separator;

• The file must not have more than 2,000 records or 4 MB;

• Each attachment or image takes, on average, about 1.3 seconds to upload. This value may vary with the file size, the internet speed, the storage service and other factors external to Valuekeep.

To delete equipment and tools in batch, follow these steps:

1. Go to Settings | General | File Imports;

2. In the Delete Equipment and Tools row, click on the DeleteEquipmentAndTools template;

3. On the import screen, click on Download file to get the template file;

4. Fill in the downloaded file, according to the rules below;

5. In File to Import, click on Select and choose the filled-in file;

6. Click on Import;

7. View the result in the Summary of imports, displayed on the same screen. If there are no errors or warnings, the summary shows No messages. Otherwise, click on the number of messages to view them.

Fill in the deletion file

When filling in the file, the following rules apply:

• The Key field is required;

• If the Key column is not filled in, the row is ignored;

• In the ParentAsset column, the parent equipment must be specified for an equipment, or the parent tool for a tool;

• There is a specific template to delete equipment and tools in batch, but you can also use the equipment and tools import template;

• The file must be of type CSV, with the semicolon (;) as the separator;

• The Company field should only be specified if there is more than one company in the subscription.

Only equipment and tools that have not been referenced in the product are deleted. For example, equipment associated with work orders cannot be deleted.