Import

Batch-import your existing inventory using an Excel template. Found under Settings → Data Management → Import.

Import Process

1. Click Download Import Template to get the pre-structured Excel template.
2. Fill in the template with your inventory data using the fields below.
3. Configure the import options in the Import panel.
4. Click Import Excel File and select the completed template.
5. Review the preview; rows with unknown users are highlighted in red.
6. Click Import to Inventory to complete the import.

Template Fields

Field	Required	Description
Product name	Yes	Device name
Serial number	No	Device serial number
Category	No	Existing category name (e.g. Laptop)
Barcode	No	Existing barcode value
Invoice number	No	Associated invoice number
Price	No	Purchase price in the selected currency
Purchase date	No	Date of purchase
Vendor name	No	Supplier or vendor
Assign type	Yes	IT, Employee, or Place
Assigned	Yes	Name, username, or email of the assignee
Missing	No	True if the device is missing
Discarded	No	True if the device has been scrapped
Charity	No	True if the device has been donated

Import Options

• Currency — Select the currency used in the Price column.
• Assigned Type — Choose the user name format (Full name, Email, or Username).
• Generate Barcode — Automatically generate barcodes for imported devices. If a barcode is already provided in the template, it is preserved.

tip

Run a small test import first (e.g. 5–10 devices) to verify the template and user matching before importing hundreds of rows.