Asset importer file structure

Each line, which represents an Asset entry, contains the following data.

Note: Only the Asset Name is necessary; all other fields are optional.

Tip: If you wish to specify (for example) Field 1 and Field 3, but not Field 2, separate Field 1 and Field 3 with two commas to represent the empty entry, e.g. "Field 1,,Field3"

1. Field 1: Corresponds to the "Name" Asset datum.

2. Field 2: Corresponds to the "Description" Asset datum. The supported formats of asset description are as follows:

   • X Y Z

   • "X,Y,Z"

   • Special characters

   • ""X,Y,Z""

   • "X,"Y",Z"

   • ""X,"Y",Z""

   • "X,""Y"",Z"

   • ""X,""Y"",Z""

   • "Special characters"

   • ""Special characters""

3. Field 3: This optional entry designates the Asset entry’s Parent asset. If left blank, the Asset entry is placed at the root level of the Asset list.

4. Field 4: The unique identifier for an external system of record. Valid only if imported via an application other than Procedure Builder.

5. Field 5: Specifies the classification of the Asset. Enter a 0 to indicate Location, or 1 to indicate Equipment.

6. Field 6: Specifies the classification of the Asset’s Parent. Enter a 0 to indicate Location, or 1 to indicate Equipment.

7. Field 7: Enter "true" to indicate that Work Order Requests (s) are allowed on the Asset, or "false" to indicate that they are not.

8. Field 8: The display name of the Asset.

9. Field 9: Enter "true" to indicate that the Asset should be marked as deleted within the Database, or "false" to indicate otherwise.

10. Field 10: Text specifying the Asset Type (e.g., a "Pump" may be of type "Centrifugal Pump") of the Asset.

11. Field 11: Text specifying the Asset Type which is the parent of the Asset Type in Field 10 (e.g. “Pump”)

12. Field 12: Text specifying the Asset Type which is the parent of the Asset Type in Field 11 (e.g. “Rotating Equipment”)

13. Field 13: Text specifying the Asset Type which is the parent of the Asset Type in Field 11 or 12 or 13, etc.

Displayed below is a section of a CSV file formatted for Asset import and opened in Notepad.

Note: The examples below indicate very basic Assets on which only fields 1 through 3 are specified.

The same lines opened in Microsoft Excel would display as follows.

Note: The CSV file opened in Microsoft Excel must not contain a header row specifying the field names.

The data in the CSV file, when imported to the Asset List, displays as follows.