Importing Equipment from a CSV File

For larger implementations, you can import equipment directly from a CSV file.

Steps for importing equipment:

1.  If no equipment items are yet defined, create one and assign appropriate actions.

2.  Export out the current list of equipment items by going to the Equipment menu item and selecting Export > Export Equipment To CSV.

3. 

Select the filename and folder location and hit the Export button.

4.  Open the exported equipment.csv file in Excel and add the remaining equipment items to be defined.

5.  Import the completed CSV file by going once again to the Equipment menu item and selecting Import > Import Equipment From CSV.



Enter the filename of the CSV file to import.


A message box will appear detailing the results.

6.  Check the list of equipment items to verify the results of the import. If successful, see the next section on importing actions into equipment from a CSV file.