Download and amend Assets using CSV Spreadsheets

You can add or amend your Assets Data by downloading the CSV spreadsheet from the system and uploading back into the system

Roles required

Admin role - Full access

Start downloading

1. Go to Admin > Assets
2. Select More Actions and Download Assets CSV
3. You'll see a notification of the CSV template downloaded
4. Open the CSV template from within your desktop download folder section
5. You will see a full database of Assets Data, along with your Store data, and assets assigned to stores, features and elements
6. The CSV spreadsheet includes all headers:

Store Number - Yellow

Store Asset - Green

Description

Height - Purple

Depth

Width - Purple

Notes

Element - Blue

Tag/Category - Orange

IsActive - Grey

7. To assign an Asset to a store, place the quantity figure in the cell linked between Asset and Store. 

8. To unassign an Asset from a Store replace the quantity figure with a '0'

9. Once all completed, you can upload the assets CSV template back into the system