Importing Assets

Import creates or updates many assets at once. You paste comma-delimited (CSV) or tab-delimited (TSV) rows into the Import Assets dialog in the Assets portal.

Preparing the Data

Each row is one asset, with its values in this order:

Build the rows in a spreadsheet, one column per value, as in the example below. A heading row is skipped. Importing a serial number that already exists updates that asset instead of creating a new one. Copy the rows and paste them into the dialog: rows copied from a spreadsheet are tab-delimited (TSV), so the commas inside a Configuration or Groups cell stay in that cell.

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Caution

An import runs in the account you are signed in to. Suppliers and customers use the same format, but a customer import, typically used to give assets their names and groups, should only be run in the customer's account.

Example

This example adds four AM-650 haul trucks to the Copilot (Truck) copilot, whose product ID is 88307. Each truck gets two data items from the copilot's data dictionary, make and model, and belongs to two asset groups: the customer group AZ Copper Works, and US Customers, a new group that the import creates.

Pasted into the dialog, with the heading row:

Import Results reports four assets created. US Customers is created with the first truck, and each truck is added to AZ Copper Works and US Customers:

The four trucks then appear in the Assets list with both groups:

Updating Assets

Importing the same serial numbers again updates those assets. This import adds a fleet object to each truck, with its unit number, site, and in-service date:

Import Results reports no assets created and four updated:

On the asset's page, Configuration shows fleet as its own group, the same way it shows the values of the Component (Engine) component:

Importing the Data

1. Sign in to the account the assets belong to and open the Assets portal.
2. Click Import in the top-right corner of the page.
3. Copy the rows from your spreadsheet, CSV, or TSV file.
4. Paste them into the Import Assets box.
5. Click Import.
6. Review Import Results: the number of assets and groups created or updated, and a row for each asset with its messages. Messages shows the rows with messages, and All shows every row. Use Download or Copy to keep the results.
7. Click OK.

The assets are added to InSkill and become available in the Assets portal.

Verifying Imported Assets

After importing, verify that the assets appear correctly. The search box finds assets by name or serial number; it is a plain text search on those two fields only.

To find assets by their data values or notes, click Filters. Under Search configuration, enter a key and value, such as fleet.site and Pit 3, and click Apply. Add Item adds another key and value, and Search notes searches the assets' notes. Clear Filters removes the filters.

Assigning Assets to Groups

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Note

Groups are created and assigned automatically if they are included in the import. The steps below are for assigning them manually.

You can assign an asset to a group from either side of the relationship.

From the asset:

1. In the Assets portal, open Assets.
2. Select the asset you want to add to a group and click Edit.
3. Under Asset Groups, search for the group.
4. Select the group and click Save.

From the group:

1. In the Assets portal, open Groups.
2. Select the group you want to add the asset to and click Edit.
3. Under Assets, search for the asset.
4. Select the asset and click Save.

Assigning Asset Groups to Teams

Follow these steps to give a team member access to an asset group:

1. In the Admin portal, open Team.
2. Select the team member and click Edit.
3. Under Asset Groups, search for the group you want to assign.
4. Select the group and click Save.

Common Errors and Troubleshooting