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Tools - Importing and Exporting Data

How to Import Data?

Want to add data in bulk? Utilise our Import data feature! You can import up to 5,000 records in one click.

On the Tools section, select Import. Then on the 'Import' page, select the template category that you would like to input on the 'Import To:' field. Then select 'Download Template'.

In the example below, the template downloaded is for the Asset Status category.

Fields to be filled out differ for each template depending on the category.

Fill out the fields needed on the template. Input the details on the downloaded excel file then import it back to the platform.

Once the file has been uploaded, the Map Field page will load. The Existing Field should match the Available Field. Then click Next.

After the Map Fields page, there are choices that you need to complete depending on your preference.

Once the data has been imported, all the uploaded information will be auto-generated on the platform.

How to Export Data?

With the Export Data feature, monitoring, tracking, and recording your assets is a lot easier!

Exporting data makes the report on each description (category) easier to be accessed for tracking the asset records.

You could export the data in PDF or Excel format.

If the data are more than 500, being the minimum required of assets, the file will be sent to your email.

Input the data on the fields needed:

  • Select Table: from the drop-down menu, select from the options for the table of data that needs to be exported.
  • Export File Format: select the format of the file to be exported if it's in Excel or PDF format.

Once the fields have the export data needed, click on 'Download'.

Once exported, the PDF file will look like the screenshot below:

Once exported, the Excel file will look like the screenshot below:

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