Download the Microsoft Excel template for Asset Import

To download the built-in template that you can use to define your import asset tree

1. Make sure you have a Microsoft Excel file ready to import, that complies to the template format. If not, first download a template and populate it with the assets you want to import.

2. Choose a system or subsystem (serial or parallel) in the tree to import the objects to.

3. Open the context menu by right clicking the chosen system.
   

4. Choose Asset Import in the context menu (this option will be disabled if you do not have write permissions for that object. In that case, contact a user with administrator rights to request permission if desired).
   

   A pop-up panel will appear that is meant to guide you through the import process. It also has an option to download a template.

5. Click Download template to download a Microsoft Excel file holding that template. It will be downloaded to your usual download location on your local machine.

6. Open the Microsoft Excel file and study the format. It is recommended to use the Save as option to create a fresh version from which to start populating the file to be imported to Asset Strategy Optimization. Read on to learn more about the template data structure.