Importing Assets

InSkill Asset Creation Guide

InSkill helps organizations manage their service assets, documentation, and knowledge base efficiently. To ensure a smooth import process, it is essential to prepare your CSV files correctly and follow proper naming conventions. This guide provides detailed instructions on how to structure and import asset data into InSkill.

Preparing Your CSV File for Import

Before importing data, you need to format your Excel file correctly and save it as a CSV file. The table below outlines the columns that must be included in your spreadsheet. The format below will include two sheets: Supplier Import and Customer Import. Ensure your CSV file follows this structure:

Required Columns for the CSV File (2 Sheets)

| Supplier Import | Sheet 1|

NOTE: Product Name should match Alias definition in the settings of an individual copilot.

NOTE: A customer import file would be one generated by the OEM or the Customer and should only be executed in the customer’s account.

| Customer Import | Sheet 2|

Importing the CSV File into InSkill

Once your CSV file is ready, follow these steps to import it into InSkill:

Bulk Import Process (2 parts)

| Supplier Import | Sheet 1

1. Log in to InSkill for Supplier Account and navigate to Asset Portal.
2. Click " Import" on the top right corner of the page
3. Copy the data (including headers) from the CSV file
4. Paste the data into the Import Assets prompt
5. Select " Import" to initiate import
6. Validate the data – The system will check for errors such as: o Missing required fields (Asset Name, Type, etc.). o Incorrect file references in the File Attachments column. o Duplicate serial numbers (if applicable).
7. Download the Error File and click "OK" to finish.
8. The assets will be added to the InSkill database and available in Asset Portal

NOTE: A customer import should be done in a customer account – only relevant if OEM is providing the customer import file. Typically used to provide location and name information for assets

| Customer Import | Sheet 2

1. Log in to InSkill for Customer Account and navigate to Asset Portal.
2. Click " Import" on the top right corner of the page
3. Copy the data (including headers) from the CSV file
4. Paste the data into the Import Assets prompt
5. Select " Import" to initiate import
6. Validate the data – The system will check for errors such as: o Missing required fields (Asset Name, Type, etc.). o Incorrect file references in the File Attachments column. o Duplicate serial numbers (if applicable).
7. Download the Error File and click "OK" to finish.
8. The assets will be added to the InSkill database and available in Asset Portal

Verifying and Managing Imported Assets

After importing, verify that the assets appear correctly in the system.

Searching for Assets

• Use the Search Bar to locate assets by: o Model Number (e.g., "X123") o Tags (e.g., "level sensor") o Manufacturer (e.g., "Xylem")

Manually Assigning Assets to Groups – NOTE: Groups will be automatically created and assigned if put in the import file.

Method 1

• Navigate to Assets under the Assets Portal. • Select the Asset you want to add to a group & select Edit • Under Asset Groups, search for the Group you want to add the asset to • Select Group and hit Save

Method 2

• Navigate to Groups under the Assets Portal. • Select the Group you want to add the asset to & select Edit • Under Assets, search for the Asset you want to add to the group • Select Asset and hit Save

Manually Assigning Asset Groups to Teams – NOTE: Groups will be automatically created and assigned if put in the import file.

• Navigate to Team under the Admin Portal. • Select the Team Member and select Edit • Under Asset Groups, search for the Group you want to assign to the team member • Select Group and hit Save

Common Errors and Troubleshooting