Every reference type requires a Name (max 100 characters); only Inventories also verify the name is unique. Custom fields are not imported for reference data.
Asset Models
|
No |
Field |
Value |
Required |
Length |
|---|---|---|---|---|
|
1 |
Name |
Any text |
Yes |
Max: 100 characters |
|
2 |
Manufacturer |
Manufacturer name defined in Reference Data → Manufacturers |
Yes |
NA |
|
3 |
Category |
Category name defined in Reference Data → Categories, with type Asset |
Yes |
NA |
|
4 |
Fieldset |
Fieldset name defined in Custom Fields → Fieldsets |
No |
NA |
|
5 |
Model No. |
Any text |
No |
Max: 100 characters |
|
6 |
Depreciation |
Depreciation name defined in Reference Data → Depreciations |
No |
NA |
|
7 |
EOL Rate |
Whole number of months, used to calculate each asset's EOL date |
No |
Min: 1, Max: 999 |
|
8 |
Notes |
Any text |
No |
Max: 255 characters |
Categories
|
No |
Field |
Value |
Required |
Length |
|---|---|---|---|---|
|
1 |
Name |
Any text |
Yes |
Max: 100 characters |
|
2 |
Category Type |
Asset, Accessory, License, Component or Consumable (not case-sensitive) |
Yes |
NA |
Departments
|
No |
Field |
Value |
Required |
Length |
|---|---|---|---|---|
|
1 |
Name |
Any text |
Yes |
Max: 100 characters |
Manufacturers
|
No |
Field |
Value |
Required |
Length |
|---|---|---|---|---|
|
1 |
Name |
Any text |
Yes |
Max: 100 characters |
|
2 |
URL |
Web address starting with |
No |
Max: 150 characters |
|
3 |
Support URL |
Web address starting with |
No |
Max: 150 characters |
|
4 |
Support Phone |
Phone number in international format, e.g. |
No |
NA |
|
5 |
Support Email |
Email address |
No |
Max: 50 characters |
Inventories
|
No |
Field |
Value |
Required |
Length |
|---|---|---|---|---|
|
1 |
Name |
Unique string. Must not match an existing inventory (case, spaces and punctuation ignored) or repeat in the file. |
Yes |
Max: 100 characters |
Locations
|
No |
Field |
Value |
Required |
Length |
|---|---|---|---|---|
|
1 |
Name |
Any text |
Yes |
Max: 100 characters |
|
2 |
Address |
Any text |
No |
Max: 255 characters |
|
3 |
Address 2 |
Any text |
No |
Max: 255 characters |
|
4 |
City |
Any text |
No |
Max: 255 characters |
|
5 |
State |
Any text |
No |
Max: 255 characters |
|
6 |
Zip |
Any text |
No |
Max: 255 characters |
|
7 |
Country |
Country name exactly as listed in the app, e.g. |
No |
NA |
|
8 |
Currency |
ISO currency code, e.g. |
No |
NA |
Suppliers
|
No |
Field |
Value |
Required |
Length |
|---|---|---|---|---|
|
1 |
Name |
Any text |
Yes |
Max: 100 characters |
|
2 |
Address |
Any text |
No |
Max: 255 characters |
|
3 |
Address 2 |
Any text |
No |
Max: 255 characters |
|
4 |
City |
Any text |
No |
Max: 255 characters |
|
5 |
State |
Any text |
No |
Max: 255 characters |
|
6 |
Zip |
Any text |
No |
Max: 255 characters |
|
7 |
Country |
Country name exactly as listed in the app, e.g. |
No |
NA |
|
8 |
Contact |
Any text |
No |
Max: 255 characters |
|
9 |
Phone |
Phone number in international format, e.g. |
No |
NA |
|
10 |
FAX |
Any text |
No |
Max: 255 characters |
|
11 |
|
Email address |
No |
Max: 50 characters |
|
12 |
URL |
Web address starting with |
No |
Max: 150 characters |
|
13 |
Notes |
Any text |
No |
Max: 255 characters |