This article will walk you through the steps to import all of your asset information from your old maintenance system. It will also cover how to build an Asset hierarchy for ease of navigation and organization.
Note: Importing Assets should be reserved for Assets that you want to add into Limble. Bulk Update should be used for updating multiple Assets that are already in the system.
Select "Manage Assets" from the main menu on the left side of the screen. Then select the "Import" button.
Select "Assets" from the drop down menu.
Follow the instructions on the screen.
Download the "Sample Import File".
Modifying the Excel File
Before adding Assets to your "Sample Import file", remember these instructions:
- You can change row 1 (the headers) to the Field names you need, but you cannot change the "Asset Name" header. This column is required.
- Add the name of the Parent Asset in column 2 when adding Child Assets.
- Do not import more than 2000 Assets at a time.
- Dates should be in the format "DD-MM-YYYY".
- You cannot import pictures of your Assets. You must upload those manually.
If you created new Field titles in your spreadsheet that haven't been created in your Limble account, you will be prompted to choose which type those titles will be.
The column headers are the information fields that will be added into Limble. You cannot change columns A and B. The rest of the columns can be deleted or modified.
Don't forget to delete the two sample Assets in rows 2 and 3.
Building an Asset Hierarchy in Excel
Your first Asset goes under the "Asset Name" column. If this is your parent Asset, then the "Parent Asset" column should have 0 since it has no Parent Assets. In the example below, "Garage" is the Parent Asset. It is important to make sure that the Parent Asset is added to the import sheet before any of the children that belong under it.
"Garage" also has the Assets "Greens Mowers", "Cart Fleet", and "Shop Equipment" below it. Add those Assets under the "Asset Name" column, and add "Garage" as the Parent Asset. "Shop Equipment" is also a Parent Asset. "Shop Equipment" has "Grinder", "Sink", and "Heating and Air". When you add these Assets, add "Shop Equipment" as the Parent Asset. Since "Shop Equipment" has "Garage" listed as it's Parent Asset, it will create a hierarchy when you upload it into Limble.
The following images visually display how the spreadsheets and Asset Hierarchy correlate with one another.