🖨️Uploading Assets/ Getting Started

1 - Create a Single Asset

Under Asset Management using the Asset link, clink the + menu tab and select create. You will be prompted to fill in multiple fields for your asset. The more information you provide in the text boxes, the easier it is for searching, as well as report value. Once you've entered the asset tag ID and any other fields, click create and your asset will appear in your inventory.

2 - Bulk Create using the Menu

If you have multiple assets and you are wanting to upload them all at once, you will want to use our bulk create option.

In our Asset Management tab, click the Assets link and then at the top right of the page, click the + sign. When the menu pops up, click Bulk Create. The more information you provide in the text boxes, the easier it is for searching, as well as report value.

Once your bulk create is uploaded, you will get an email notifying you the upload is completed. You will now be able to search for, checkout, and view your assets.

3 - Bulk Create by Uploading

If you have your own CSV file you would like to upload, we have an upload button available for you. If you'd like to download our template and fill in your data to make uploading your assets a quick task, we have the template and upload button available for you as well.

Our template is available in the + menu at the top right of the assets screen.

Once your CSV is complete, upload your file into the asset screen using the upload button.

After you uploaded your file, you will be prompted to map your headers. If there is an error with one of the headers, you will notice that you cannot click the next button. Please make sure all headers are correct before moving on. You will be able to correct these by editing later, but this is the best place to ensure everything is correct. After selecting Next, you will now map the data to where you'd like it to go. If you are new to AssetRemix, you do not have any previous mapped data and will want to select the Full Create button. If you have previous uploads, you can select Quick Create and use mapping from prior assets. In our image of full create below, 3rd image down, the supplier name is the only required information, but we've added other fields for address of the supplier and contact name and number which only appears when you pull up that supplier.

Once your upload is completed, you will receive an email and all assets will be available.

4 - Uploading a Bulk Update for Assets

If you've recently updated an asset or multiple assets, you can upload the new information by CSV. First you need to select which assets you will be updating in the asset list. Then download the file for those assets using our download button.

Update the information that you would like to change on your asset. It is important to note that you DO NOT change the ID number on or column on the CSV file. This notes an update to our system when you upload the CSV back into Asset Management. If you are assigning a user for the first time, the asset will be checked out to the user. If you are assigning a new user, the system will automatically check in the asset and checkout the asset to the new user.

After your CSV is update and complete, you are ready to upload it to our system. Select the upload button and your CSV file.

Once you have uploaded your file, you will be prompted to map your date. To ensure all data is correct, once you've mapped your data we will prompt that you check again on our last screen before saving these changes.

Once your update is completed, you will get an email informing you of how many assets were updated.

4 - Bulk Edit

Select the assets you want to edit, then click the "+".

You may see a prompt if you have assets that cannot be bulk edited due to custom fields.

Edit your items as needed. You can change the size of the columns, drag and paste in select fields, etc. Any edits will save as a draft only until you click the "Save" icon. You will receive an email once the bulk edit is complete.