To perform an import of a catalog (whether an asset, human resource, or third-party), simply go to the corresponding module and expand the additional options menu.
Then, click on the "Import" option so the system opens a window where you can drag or select the Excel file with the completed import spreadsheet.
Once the file is uploaded, you need to match the header title of the columns in the spreadsheet with the text in each box corresponding to the descriptive fields within the platform.
After linking all the columns, simply click on the "Import" option for the system to load the import spreadsheet. Once the import is completed, the system will automatically generate an import code that can be used if, for any reason, you wish to delete the imported information (this code will be displayed on screen and sent to the email of the user who performed the import).
Note: Like Facilities, bulk imports for Assets, Human Resources and Third-Party modules are carried out in a similar way as described in the steps above.
Import Considerations
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Imports are made through Excel import sheets, which should not have formulas, hidden columns, or special characters (this can cause problems when loading the information into the system).
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Users must be clear about the fields that they will use in the system to record the information associated with their assets, since these descriptive fields will be used as column headings in the spreadsheets which must later coincide with the Fracttal columns (of the views lists).
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In case you do not need to use or complete certain fields (which are used in the platform to import information), it will not be necessary to add them as columns in the import sheet since when importing, these empty fields will simply not appear.
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The system does not permit duplicate asset codes.
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Imports in the warehouse module only apply to the "stocks" tab.
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The imports in the asset, human resources, and third-party modules only apply to the information contained in the "general" tab.