Bulk Import of customer assets
I can't seem to find a way to do a bulk import of a new customer's assets. It would be nice to be able to do so, especially if you have client's with 50 desktops in an IT environment.
I just got a customer where they have 300 plus systems that I will be generating a FMV (Fair Market Valuation) and the RS system has a very good setup for evaluation of the equipment. I can add a custom field that I can input my comments and then create a valuation field for the estimated value of the equipment. The ability to download the report is already there with the CSV format.
BULK UPLOAD IS NEEDED! Can I send you my excel file to upload for me?
Gabriel Dinca commented
We need to be able to import and track all assets. Also Warranty expire date is necessary to be recorded otherwise how can we select warranty service from post -warranty service???
Also, please create "Asset Status Disable/Enable" rather than deleting asset (same as inventory)
This will give us an option to better manage Asset's & associated RMM billing.
This would be very useful. We have an asset database that has years of data and we never even considered using it due to the inability to get it imported.
Kim Baylis commented
I agree with this - even adding a new customer with 20 computers is tedious one at a time.
Or - if we had the clone feature (like inventory items), it would at least partially populate fields with similar info that can be edited.
Maybe adding assets one by one works if you are starting from scratch but we have a 20 year old business with lots of asset records we need to be able to track and manage and entering each record individually would be too time consuming for me to move from our current system. I was happy to see that it is now possible to export assets, so hoping that importing is not far behind!
Hesam Mahdavi commented
We would need that for sure too, in order to be able to move from our old CRM