Use the file "mav7-importing-into-the-database.pdf" as a guide for importing into the MobileAsset v7 database.
http://dl.waspbarcode.com/kb/ma/v7/mav7-importing-into-the-database.pdf
Sample import files are located in C:\Program Files (x86)\Wasp Technologies\MobileAsset\Import Samples on the client machines after installation. If needed, this download has unaltered import sample files:
http://dl.waspbarcode.com/kb/ma/v7/mav7-import-samples.zip
Importing tips
- While learning the process, it is common for the import to not work right on the first few tries, so it is recommended that you make a database backup before attempting each import step, so in case of problems, you can restore back to a good dataset to try again.
- Importing is a multistep process; some later steps rely on certain prerequisite data imported/entered in earlier steps (see table below).
- Each import step must be done with its own CSV file; the process will not work using a single master CSV file.
- It isn't strictly necessary to perform an import at each step; alternately you can manually enter data for one or more steps (such as when there are only a few entries to be made).
- When you do perform an import step, the prerequisite field values must already be in the database; if not, you'll receive errors. For example, if you start with a later import step like Assets, the prerequisite Asset Types are not in the database, so you'll receive the error "invalid Asset Type".
- Optional fields for Asset import: Manufacturer, Model, Vendor Number, Checkout Length and Lead Time are not included in the Asset.csv import sample file, but these columns can be manually added.
- It is not possible to update existing assets (or other lists) via the import process. If attempted, there will be errors.
Required | Import
Order |
Table/File | File Requires Fields | Required for Function | Optional for Function |
1 |
Vendor
|
Vendor Code | Create or Edit
Asset Type |
||
2 | Manufacturer
Manufacturer.csv |
Name | Create or Edit
Asset Type |
||
3 | Depreciation Class
Class.csv |
Name
Depreciation Method |
Calculate Depreciation | Create or Edit
Asset Type |
|
yes | 4 | Asset Type
AssetType.csv |
Asset Type | All Asset Management
Functions |
|
5 | Department
Department.csv |
Department Code
Department Name |
Create or Edit Assets
and/or Employees |
||
yes | 6 | Site
Site.csv |
Site | All Asset Management
Functions |
|
yes | 7 | Location
Location.csv |
Site
Location |
All Asset Management
Functions |
|
yes | 8 | Asset
Asset.csv |
Asset Tag
Asset Type Site Location |
All Asset Management
Functions |
|
9a | Employee
Employee.csv |
Employee No.
First Name Last Name |
Check-Out/Check-In | ||
9b | Customer
Customer.csv |
Customer No. | |||
10 | Funding
Contracts.csv |
Related information
MobileAsset: How can I see the Import Error report again after closing it?:
https://support.waspbarcode.com/kb/articles/879