Kit List: Bulk Importing Kits Using a .csv FIle

Kit List: Bulk Importing Kits Using a .csv FIle

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 sample CSV Template is attached to the bottom of this article.
Info:  Kits can be created in bulk by importing them via a .csv file.  The contents of a kit are not managed via this process.  Equipment and Inventory are assigned to created kits by managing the pouch contents in the Kit Checks view. 

Video



Directions

1. Click on Assets.






2. Click on Kit List.






3. Click on Import CSV.






4. Download the sample spread sheet template by clicking the Download sample spreadsheet link.






5. Locate the downloaded spreadsheet and complete the fields.




  1. Name - The kit name.  (The Kit name does not have to be unique)
  2. Kit ID - The kit identifier. (The kit identifier must be unique)
  3. In Service - The service status of the kit.  To place the kit in service type "True" otherwise leave blank.
  4. Group Name - The kit group.  (If the group does not already exist in the First Due system, it will be created upon import)


6. Repeat Steps 1-3.


7. Click on Choose File and attach the completed .csv file.


Click on Choose File and attach the completed .csv file.



8. Click on Import.






9. The kits have now been imported. Click on the Kit Name hyperlink to be redirected to the Kit Checks View to build pouches, add contents, and assign the kit to a location or user.


The kits have now been imported. Click on the Kit Name hyperlink to be redirected to the Kit Checks View to build pouches, add contents, and assign the kit to a location or user.




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