Equipment List: Import Wizard

Equipment List: Import Wizard

Purpose

  1. The purpose of this article is to inform users how to bulk import equipment into the First Due System using First Due's Bulk Import Wizard. 
  2. The Template CSV file is attached to the bottom of this article.
Info
Info:  The Bulk Import Wizard allows users to map the fields from a .csv file that is different from First Due's standard import template, making it easy and convenient to import equipment without having to reorganize or edit an existing .csv file.

Video



Directions

1. Select the Equipment List within the Assets Module.






2. Select the chevron to open the Actions then, Select the Import Wizard.









3. Locate the .csv file that contains the equipment to be imported into First Due by clicking "Browse file", after selecting the file, click "Next"

Notes
If you do not already have a .csv file you can download the template inside the import wizard or, use the attached file within this article.  After entering your equipment into the proper fields, then complete Step 3.





4. The First Due data fields will be listed in the left column. Select the column of the imported .csv file from the dropdown that corresponds to the First Due data fields.

Alert
Note:  Mandatory First Due fields are denoted with (*)



Idea
If using the template from First Due, the fields will automatically map to one another.



5. When all columns have been mapped, click Next.





Warning
Be advised of the following:



1.  Must be a value of "True" for the item to be In Service. If left blank, the item will be OUT OF SERVICE.
2.  If the Group Name does not currently exist in the account, it WILL be created through the import wizard.
3.  When identifying a User to assign equipment to through the import wizard, this column MUST contain that user's email address for First Due.
4.  These values MUST already exist in the account.
  1.      Station Number should be the full value assigned to the account i.e., if is "Station 1" make sure it equals that value in the spreadsheet.
  2.      Kit Reference Id is the Kit ID NOT Kit Name
  3.      When using these fields be sure to also utilize #5.
5. These fields should be used when using those identified as #4.  They do NOT need to already exist in the account, they will be created by the import wizard so long value(s) for #4 exist.




6. If there are formatting errors the system will identify those with a reason for the error.  If there are no formatting errors, skip to step 9.




If the Equipment ID matches an existing ID in the account, you can choose to skip or overwrite those records by selecting the radio button for the desired action.





7. To exit the import wizard to make corrections, click Close.






8. When all formatting errors have been corrected and saved in the .csv file, repeat steps 1 - 5.


9. If there are no formatting errors, the system will advise that the records are ready for import.  Select Next.






10.  If values were not identified for Apparatus Name, Station Number or Kit Reference Id, users will have an opportunity to select those values that currently exist in the account.  There are two options to proceed at this point:
  1. Select the Location and Sub-Locations to assign the item(s) to then, select "Next" 
  2. Select "Next" without choosing Location/Sub-Location to import item(s). 









11. The system will display that the import was successful.  Select Finish.




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