This article covers the various issues and how to solve them while importing the assets into TagMatiks AT Lite.
Software such as Microsoft Excel or any other (.xls/.xlsx / .csv) editor.
This document is divided into multiple sections/Issues that might be faced while importing the assets into TagMatiks AT Lite:
1. Open the TagMatiks AT Lite application and login into it.
2. Please click on the “Import Data” button.
3. Click on the “Module Name” drop down to select the module for importing the file.
4. Select a module from the dropdown list.
5. Click on the “Export file format” to save the Format/Template for Assets
6. A new folder will open to save the template, click on “Save” to save the template file in Folder.
7. In the same as above process, you can select and import all available modules listed in below highlighted area.
8. Fill your Asset details in the file, which you have saved.
There are certain rules of formatting of the asset data that must be followed, please follow the data formatting as mentioned in below charts.
Expiry Date: It should be noted that the format of the date should always be MM/DD/YYYY
Data Type: String - This means that the data that is to be entered should be Alphanumeric in nature.
Asset Type: It is a mandatory & unique field that means that the no two asset types can have same Name/Value whereas description field is neither mandatory nor unique
Maximum Length: The number of alphanumeric characters that can be entered in the above-mentioned fields are 50 for Asset type can 250 for description.
Asset Category: It is a mandatory & unique field that means that the no two asset categories can have same Name/Value whereas description field is neither mandatory nor unique
Maximum Length: The number of alphanumeric characters that can be entered in the above mentioned fields are 50 for Asset Category can 250 for description.
Manufacturer Code: It is not mandatory but a unique field that means that the no two manufacturer code can have same Code/Value. Maximum length is 20 characters for this field.
Manufacturer Name: It is mandatory and unique field with maximum length 50.
Data Type: Boolean - This means that the data to be entered can either be TRUE or 1 for whether the Asset can expire or Has Serial or False or 0 for the Asset that can expire or Has Serial.
Part Number: It is mandatory and unique field with maximum length of 50 characters which can be alphanumeric in nature
Employee Number: It is a mandatory and unique field with a maximum length of 50 characters which can be alphanumeric in nature.
First Name & Last Name: They are mandatory fields with a maximum length of 50 characters which can be alphanumeric in nature.
Location Name & Display Code: They are mandatory & unique fields with maximum length of 50 characters which can be alphanumeric in nature.
Note: While entering the location details, the first location that should be entered is the parent location only after that other locations can be entered else error will occur.
9. Click on file icon to browse the saved template file
10. Select your Asset Template file and click on “Open” button
11. You can map your fields by clicking on button from the right-hand side of application as highlighted in image below
12. All the header fields should be mapped with their respective fields before clicking on the “Stage for Import” button.
13. Click on the “Stage for Import” Button.
14. A new window will open in which you can see the count of Total Records, New Records, Existing Records, Invalid Records and Duplicate Records as shown in image below.
15. A new popup will open stating that “Records imported successfully”.
It should be noted that TagMatiks AT Lite supports .XLSX formats for uploading the asset details and only files in these formats will be imported without error.
