An asset import is a streamlined process for transferring tangible, valuable items that a property owns or controls, enhancing its operations and overall value.
Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.
Import Information
Information on the Asset Import available in RMS can be found here.
- The file must be imported in a comma delimited .csv format, see template attached at the end of this article.
- Microsoft Excel is able to save using a .csv format that should match these requirements.
- The fields within this file must not contain commas.
- RMS is able to determine whether the first record is a header record.
Field Order
| Order | Field Name | Field Type | Required | Unique | Max Characters | Notes |
|---|---|---|---|---|---|---|
| 1 | Description | Alpha Numeric | Y | Y | 50 | |
| 2 | Code | Alpha Numeric | Y | 10 | ||
| 3 | Asset Type | Alpha Numeric | N | 50 | Must already be entered into RMS | |
| 4 | Asset Sub Type | Alpha Numeric | N | 50 | Must already be entered into RMS | |
| 5 | Model Name | Alpha Numeric | N | 50 | ||
| 6 | Serial No | Alpha Numeric | N | 50 | ||
| 7 | Warranty Start | Date | N | |||
| 8 | Warranty End | Date | N | |||
| 9 | Value New | Numeric | N | |||
| 10 | Value Current | Numeric | N | |||
| 11 | Note | Alpha Numeric | N | Unlimited | ||
| 12 | Property Name | Alpha Numeric | Y | 50 | ||
| 13 | Associated Type | Alpha Numeric | N | 50 | Must already be entered into RMS | |
| 14 | Associated To | Alpha Numeric | N | 50 | Must already be entered into RMS |
Import Validation
To ensure that your data is clean, consistent, and ready for the Live production environment after it has been validated and imported into the Training environment, follow these steps:
In the side menu of RMS Training, go to Setup > Asset > Assets for data review.
- Select the 'Edit' icon aligned with an Asset.
- Review the Asset Description.
- Verify the Asset Details included on the import sheet.
Tip! Repeat this process with additional assets to verify that the entire import was successful. Ensure that all necessary data points, such as code, manufacturer warranty or value have correctly populated.
Downloadable Import File
The attached import file below contains the required file format for an asset import. Download the file and review the column headers. Populate the file with the asset code and details, ensuring that each field corresponds to the appropriate column.
Next Article: Data Validation & Trial Imports
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