An asset import is a streamlined process for transferring tangible, valuable items that a property owns or controls, enhancing its operations and overall value. 

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

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.

1. Select the 'Edit' icon aligned with an Asset. 
2. Review the Asset Description.
3. Verify the Asset Details included on the import sheet. 

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