Can I use the import to update existing assets, or is it only for adding new assets?
Yes, the import can be used for both cases: adding new assets, or updating existing ones, depending on the “Update an Existing Record with New Data” checkbox that appears on the import screen when mapping the fields of the file being imported to the system’s fields.
- If the checkbox is enabled: the system updates existing Employee Assets, and creates new assets for any record that doesn’t already exist.
- If the checkbox is disabled: all imported records are treated as new assets only.
How does the system identify existing records?
Existing assets are identified based on the following priority:
- Asset Code.
- Serial Number.
- Barcode.