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Access to IMMS tools and features is controlled by User Permissions. All features may not be accessible by all Users. Contact your Instance Administrator regarding User Permissions. |
Introduction
Systems operation, maintenance, and installation projects involve a wide variety of Assets, including physical hardware components that can be in inventory on warehouse shelves, out for repair or deployed in production. A Contract can involve hundreds, if not thousands, of types of material Assets, which can be managed in IMMS. Assets InfraLink. Asset records can be populated or updated via bulk-data entry using the IMMS Import featureInfraLink Import feature.
This document will serve as a guide for article provides guidance on the following topics related to the bulk creation or and bulk update of Assets in IMMS. InfraLink.
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Access to InfraLink tools and features is controlled by User Permissions. All features may not be accessible by all Users. Contact your Instance Administrator regarding User Permissions. |
Data File for Assets Creation
For the bulk creation of Assets in IMMSInfraLink, the data to be imported must be contained in a properly formatted CSV file.
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- Action (field value will be “CREATE”)
- Asset Tag or Serial # (for Trackable Assets)
- Owner (for Trackable Assets)
- Model
- MakeManufacturer
- Location
- Quantity (for Consumable Assets)
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For the bulk update of Assets in IMMSInfraLink, the data to be imported must be contained in a properly formatted CSV file.
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- Action (field value will be “UPDATE”)
- UUID
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Please note, when bulk updating Assets, if Model is being updated, the Manufacturer column must also be included within the CSV file. |
Optional Assets data columns may include:
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* When updating an Asset's Model via bulk import, the Manufacturer column must also be included within the CSV file.
** Updating "Service lifetime" for Trackable Assets will affect a nightly Lifetime Calculation Service (i.e., service hours and %% values of actual vs. expected).
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When updating bulk records via the Import feature, Users typically start the process by exporting the applicable records from IMMSInfraLink. See the Exporting Data for Update section for more information. |
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Whether you are creating new Assets or updating existing Assets in IMMSInfraLink, you will follow these steps for importing the bulk data.
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If there are any errors in the Import data file, IMMS InfraLink will alert you of these exceptions and reject the entire Import. That is, IMMS InfraLink will not partially process an Import.
All exceptions must be corrected in the data file before it can be imported. Correct exceptions in all specified line items and then repeat the Import steps listed above.
If IMMS InfraLink identifies no exceptions within the data file, your bulk data will be successfully imported, and IMMS InfraLink will return you to the view where you initiated your Import. The view should then include your new or updated records. The Import will also be listed in the Successfully Completed Imports list accessible via the "Show Completed" option under the Import button drop-down menu.
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