If you have a long list of equipment to add to Altee, instead of adding them one by one, you can import them all at once. This will save you valuable time.
Steps to Follow:
Go to the Equipment module, then to the Inventory tab. Click on the Import a List button.
Click on Download Template. An Excel file will be automatically downloaded.
Open the Excel file and fill in the necessary information about the equipment you want to add to the platform. Save your changes.
Return to the platform and click on the Import Your File button.
Select the Excel file you just filled out and click Open. All the information in your Excel file will be automatically added to the platform as a table. Add any missing data and click Save.
You will receive a list of successful imports and a list of failures. You can download these lists by clicking on the Download XLS List button. Finally, click on Return. All the equipment you imported will appear in the list under the Inventory tab.
How to Inject Data into the Imported Equipment List?
If there are missing data or errors in your Excel file after importing it to the platform, you can inject or modify the data in two ways:
Modify the data directly in the table by clicking on the respective cells.
Or select the equipment you want to update from the list, click on Inject Data, add or modify the desired data in the column, and click Apply.
Notes:
You cannot add extra columns to the Excel file you downloaded, as these additional columns will not appear on the platform when you import the file. Only the default columns will be visible.
If you select all the equipment in the list when injecting data, the data for all selected equipment will be identical.
At the bottom of the Inject Data option, you will find the Visible Columns button, where you can select which columns are displayed in the imported equipment list.
To delete an item from the list, click on the X symbol on the left.
To delete the entire list you just imported, click on the X next to Import a List.
If there are equipment items with identical information in your Excel file, they will be considered duplicates. Duplicates cannot be saved in the inventory list. You can either delete the duplicates or change their information so they are no longer considered duplicates.
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