How to Import Equipment Units in the System

To import equipment units into the system, follow these steps:

Navigate to the Equipment Program:

• Go to General in the main menu.
• Select the Equipment program.

Access the Import Tool:

• Click on the "+ Import" button located on the top toolbar.

Equipment Upload Template:

• Once in the Import section, download the Equipment Upload Template.
• This template serves as the data format for importing equipment units into the system. Please do not make any changes to the structure of this template. 

Prepare Your Data:

• Open the downloaded template and fill in the required fields with your equipment data.
• Ensure all mandatory fields are completed and formatted correctly to avoid errors during the import process.

Upload Your Equipment Units:

• After completing the template, return to the Equipment program.
• Click Import and select the completed template to load the units into the system.

Tips for a Successful Import

• Double-check the data in the upload template for accuracy and formatting.
• Ensure there are no blank rows or columns that could disrupt the import process.
• If errors occur during the upload, review the error report and make the necessary corrections before re-importing.