Through this functionality, you will be able to import your assets into Movidesk from an Excel spreadsheet. The system can both create new assets and update already registered assets.
It is necessary that before you perform the asset import, you clearly understand Movidesk's flow regarding this registration. See here a detailed explanation of how asset registration works, as well as other relevant information about this module.
How to import assets
The asset import process is very simple. To do this, access the Assets menu (from the home page) and then select the Import assets option.
The system will open a new tab where you will be able to download the spreadsheet with the asset import layout. Fill out the spreadsheet correctly and then click " -> Next step".
See below the layout instructions for filling out the spreadsheet that will be used for the import.
Layout
| Column | Type | Size | Required | Description |
|---|---|---|---|---|
| Name | text | 128 | ✓ | Asset name. |
| Label | text | 128 | Label. (Unique) | |
| Serial Number | text | 128 | Serial number. | |
| Ref. Code | text | 64 | If a previously registered value is provided, it will be updated (or not) according to the parameter defined at the time of import. (Unique) | |
| Category | text | 128 | * | If this field is provided, the category must already be registered in Movidesk. |
| Suppliers | text | 64 | * | Reference code of a person/company/department already registered in Movidesk. To assign more than one supplier to the same asset, provide the reference codes separated by ";" (semicolon). |
| Location | text | 128 | If a nonexistent record is provided, it will be automatically created by the system. To provide more than one location, enter the records separated by ";" (semicolon). | |
| Status | text | 128 | If a nonexistent record is provided, it will be automatically created. | |
| Manufacturer | text | 128 | If a nonexistent record is provided, it will be automatically created. | |
| Brand | text | 128 | If a nonexistent record is provided, it will be automatically created. If a manufacturer is provided, a search will be made for a record linked to it. If no record is found, a new one will be created with the provided manufacturer. | |
| Model | text | 128 | If a nonexistent record is provided, it will be automatically created. If a manufacturer and/or brand is provided, a search will be made for records linked to them. If no records are found, a new one will be created with the provided manufacturer and brand. | |
| Tags | text | 128 | If a nonexistent record is provided, it will be automatically created by the system. To provide more than one tag, enter the records separated by ";" (semicolon). | |
| Purchase Date | Date in dd/mm/yyyy format. | |||
| Warranty Date | Date in dd/mm/yyyy format. | |||
| Custom Field | This field is defined during the setup of the application and is dependent on its configuration. |
*Fields are not mandatory, but if provided, they must be pre-registered in Movidesk.
After filling out the import layout, just set the import parameters for already registered items (whether the data will be updated or the line will be ignored), upload the spreadsheet, and then process the file.
The system will display the items to be imported. Carefully review the information to ensure it is correct, then click "Perform Import".
After the import, Movidesk will display a log with the imported items. You can use the filters to make it easier to query imported, updated, or ignored assets.
Done. The import has been completed. Note that the imported items can now be correctly displayed in the asset menu listing.