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
IMMS maintains a database of the Asset Models associated with individual Manufacturers. The Asset Models database can be populated or updated via bulk-data entry using the IMMS Import feature.
This document will serve as a guide for the bulk creation or bulk update of Asset Models in IMMS.
Data File for Asset Models Creation
For the bulk creation of Asset Models in IMMS, the data to be imported must be contained in a properly formatted CSV file.
The following data columns (i.e., column headers) are required and must be populated for each line when creating Asset Models:
- Action (field value will be “CREATE”.)
- Model
- Make (i.e., manufacturer)
Type
Optional Asset Models data columns may include:
Avg. price
Avg. price currency*
Category
Description
Each
End of sales
End of support
Ins. Cost
Ins. Cost currency*
Measured by
Per Package
Service lifetime
SKU Type
SKU#
UPC
Useful lifetime
Year
* Currency defaults to USD if not specifically defined within the Import data file.
Note: Optional data columns may also include one or more columns for Custom Field values, with the column header reflecting the appropriate Custom Field name.
Data File for Asset Models Update
For the bulk update of Asset Models in IMMS, the data to be imported must be contained in a properly formatted CSV file.
The following data columns are required and must be populated for each line when updating Asset Models:
- Action (field value will be “UPDATE”.)
- UUID
Optional Asset Models data columns may include:
Avg. price
Avg. price currency*
Category
Description
Each
End of sales
End of support
Ins. Cost
Ins. Cost currency*
Make
Measured by
Model
Per Package
Service lifetime
SKU Type
SKU#
Type
UPC
Useful lifetime
Year
* Currency defaults to USD if not specifically defined within the Import data file.
Note: Optional data columns may also include one or more columns for custom field values, with the column header reflecting the appropriate Custom Field name.
When updating bulk records via the Import feature, Users typically start the process by exporting the applicable records from IMMS. See the Exporting Data for Update section for more information.
Importing Asset Models Data
Whether you are creating new Asset Models or updating existing Asset Models in IMMS, you will follow these steps for importing the bulk data.
Click on the Main Menu button at the top of the screen. From the “Materials Inventory” section of the Main Menu, select “Manage Models”. This will open the Manage Models view.
Click on the 
button at the top of the view.
From the Import drop-down menu, select the “Import Asset models” option. An “Import Asset models” form will pop up. From the Import Asset Models form, you will:
- Use the Choose File button to select the properly formatted CSV file that you have prepared for your bulk data import.
- In the Name field, it is helpful to enter an Import name that describes the action and purpose (e.g., "Create 2019 Camera Models”).
- Once you have completed all form fields, click the OK button at the bottom of the form.
Data File Exceptions and Successful Import
If there are any errors in the Import data file, IMMS will alert you of these exceptions and reject the entire Import. That is, IMMS 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 identifies no exceptions within the data file, your bulk data will be successfully imported, and IMMS 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.