While Oomnitza thrives on pulling data from external systems, data can come in many forms. To accommodate all data sources, Oomnitza allows you to import data in .CSV, XLSX, or .XLS format.
The following is some useful information to consider before importing assets from a spreadsheet:
- Assets need to be assigned to a specific location. If you have not defined a location already, see Adding locations.
- Certain fields in Oomnitza utilize dropdowns, which only allow you to enter certain values. When importing, it's important to ensure that all values match exactly, otherwise, you'll encounter failures when importing those assets.
- Assets can only be assigned to users that are already in the system. If you have not defined users already, see Adding people records.
- The spreadsheet header should match the field names in the system.
- Custom fields can be created prior to import. For further information see Creating custom fields.
- The spreadsheet should have all of the mandatory fields populated. You can see what mandatory fields are required by selecting the Assets tab and clicking the Add button in the upper right of the Assets tab. Mandatory fields are marked with an asterisk.
To import assets from a spreadsheet, complete the following steps:
- In the Assets tab, click Import.
- To begin an import, either drag-and-drop or browse to select the file you wish to import. You can also select a Google Sheet by authenticating your Google Suite account.
- Choose the file you would like to import and select an Import preference.
- Under Advanced you can set a timezone for the import, add any tags, and opt in or out of having an email sent to you when the import completes.
- Click Continue.
- Click the Smart Mapping button in the upper-left corner to automatically map the data fields in the spreadsheet to the fields in Oomnitza. Alternatively, you can select the dropdown arrow in the imported field name to manually match the fields.
- Select a Sync key and click Validate. This sync key is a unique key in Oomnitza such as serial number or barcode, which will allow the import to assign the new information into the proper fields.
- The import window will confirm a successful import. If the import failed the log displays which line on the spreadsheet failed to load and why.
- Click Import. The imported locations will appear in the Assets tab.