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Import Assets

Summary

The Import Assets feature allows administrators to import multiple asset records in bulk for a single user. You can import up to 1,000 asset records at once, making it easier to manage assets across your organisation.


In this article

  • Before you begin
  • Step 1: Access the Import Assets section
  • Step 2:  Download and fill the template
  •  Step 3: Upload the filled template
  • Step 4:  Handle validation errors
  •  Step 5: Verify the imported assets
  • Frequently Asked Questions (FAQ)

Before you begin

  • You must have admin permissions for the Import tab to access the Import Assets feature.
  • Ensure that the email IDs used in the import belong to users already present on the platform.
  • You can import up to 1,000 assets at a time.
  • Double-check that the asset details are correct before uploading. The system will validate the data and highlight any errors that need to be fixed.

Step 1. Access the Import Assets section

  1. Log into your Plumm admin account.
  2. Navigate to the Import tab on the main dashboard.
  3. Click on Import Staff from the drop-down menu.
  4. Select Import Assets from the options.

Step 2. Download and fill the template

  1. In the Import Assets section, click on Download Template.
  2. Open the downloaded Excel file.
  3. Insert the asset information for each user, ensuring that the email IDs correspond to existing users.
  4. Add the relevant asset details, such as asset name, serial number, allocation date, and any other necessary fields.
  5. Ensure that the date format is correct (e.g., DD/MM/YYYY) and that all required fields are filled in.
  6. Save the filled template after entering all the necessary data.

Step 3. Upload the filled template

  1. Return to the Import Assets section in Plumm.
  2. Click on Upload Template.
  3. Select the updated Excel file from your device.
  4. Click Upload to begin the import process.

Step 4. Handle validation errors

  1. If there are any issues with the data (e.g., incorrect date formats or missing required fields), a validation error message will appear.
  2. Review the error message(s) provided by the system (e.g., "Date format not correct" or "This field is required").
  3. Correct the errors in the Excel file based on the provided error messages.
  4. Re-upload the corrected file.
  5. Once all errors are fixed, proceed with the import.

Step 5. Verify the imported assets

  1. Once the file has been successfully uploaded and errors have been resolved, the asset data will be updated in the system.
  2. You can verify the updates by checking the affected users' profiles and confirming that the assets are correctly listed under their accounts.

Frequently Asked Questions (FAQ)

1. Can I import assets for new users?

No, the asset import process works only for users whose email IDs are already present in the system. You must ensure that the users are added to the platform before importing assets for them.

2. What happens if I upload a file with errors?

 If the uploaded file contains errors (e.g., incorrect date formats or missing required fields), the system will display error messages. You must correct these errors in the template and re-upload the file.

3. Can I import more than 1,000 assets at once?

No, the maximum number of assets that can be imported at once is 1,000. If you need to import more assets, you should split them into multiple uploads.

4. What if the asset information is incorrect?

If the asset information is incorrect, you can update the asset details directly within the platform after the import is complete. However, it is recommended to ensure accuracy in the template before importing.
 

5. How can I verify that the assets were successfully imported?

After importing, you can check the affected users' profiles to confirm that the assets are correctly displayed. You should also be able to view the asset details associated with each user.