Import reference

For how import works, see Importing data. For step-by-step instructions, see How to import data.

Supported file formats: .xlsx, .xls, .csv. The maximum file size is 10 MB. When this is violated, the system shows the message “Unsupported file format. Allowed extensions: …” or “File is too large. Maximum size: …”.

Asset import fields

The fields are available in the “System field” column on the mapping step. Required fields must be mapped, otherwise you cannot move on to the run.

System field	Required
Inventory number	Yes
Asset type	Yes
Name	No
Manufacturer	No
Model	No
Serial number	No
Quantity	No
Price	No
Residual value	No
Commissioning date	No
Date of completion of operation	No
Date of purchase	No
Warranty expiry date	No
Location	No
Employee ID	No
Employee last name	No
Employee first name	No
Employee patronymic	No
Comment	No

The inventory number serves as the key for identifying duplicate assets.

Employee import fields

System field	Required
Employee ID	Yes
Last Name	Yes
First Name	Yes
Middle Name	No
Phone	No
Email	No
Position	No
Department	Yes

The employee ID serves as the key for identifying duplicate employees.

Duplicate-handling strategies

The strategy is chosen on the Parameters step before the run.

Strategy	What it does
Skip duplicates	A row whose key already exists in the system is not loaded and is counted as skipped.
Update existing	The existing record is updated with the data from the file. For assets the option is called “Update existing assets”, for employees “Update existing employees”.

Duplicates are identified by inventory number (assets) or by employee ID (employees).

Result categories

After the run, four counters are shown on the Result step.

Category	Meaning
Imported	New records created.
Updated	Existing records updated (only with the “Update existing” strategy).
Skipped	Rows skipped — for example, duplicates with the “Skip duplicates” strategy or rows without a required key.
Errors	Rows that could not be processed.

Skip and error reasons

If there are skipped rows or errors, an Import protocol is shown below the counters with the columns Row, Type, Field, and Reason. The type is either “Skipped” or “Error”.

Known skip reasons:

Record type	Reason in the protocol
Assets	Duplicate: a record with this inventory number already exists
Assets	Asset type is not specified
Employees	Duplicate: an employee with this ID already exists
Employees	Employee ID is not specified

For rows with the “Error” type, the “Reason” column shows the error text returned while processing the row; the field is not specified in this case.