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Importing Information into Assets

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    Importing Information into Assets

    Hi,

    We are hoping to create a asset register for out clients. Importing feilds(like model.cpu.ram etc) from,say a server into a new Asset under an account.... just wandering if others have done this? I see the new asset has alot of fields - just wondering th best way to match them?

    thanks

    Re: Importing Information into Assets

    You can definitely import assets and have them created under your customer Accounts. Others may post how they actually map the fields, etc.

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      Re: Importing Information into Assets

      Thanks ,yes we are looking for a semi automated method....ie someone runs a progam to gather info. This can then be imported in bulk?

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        Re: Importing Information into Assets

        Yes, there's a bulk import feature for Assets. You can find it under Tools > Import & Export menu option. Also, after mapping the fields once, you can save that mapping for future imports and this should make future Assets import a breeze.

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