To import assets into the system, fill out a template with information about your company's assets. Completing the template for importing assets will help you save time and avoid mistakes when entering data manually.
💡 You can download the template file here in both .csv and .xlsx formats.
Note that this sample is for reference only. Remember to download and modify the file locally.
System fields and how to fill them in
Import in the PeopleForce system supports two file types - .csv and .xlsx. Before uploading a table to the system, fill in all the fields correctly. You can find an example of how to fill in the fields below:
Mandatory fields are highlighted in red and bold:
Field Name | Description | Data Format | Example |
ID | Asset ID. | Text or Number | id2 |
Name | Asset's name | Text | Laptop Dell XPS 15 |
Serial number | Serial number | Alphanumeric | SN12345678 |
Category | Category of the asset | Text | Laptops |
Location | Asset's location | Text | Berlin |
Department | Department the asset belongs to | Text | Development |
Division | Division the asset belongs to | Text | Europe |
Price | Cost of the asset | Numeric | 1500 |
Currency | Currency of the price | Currency Code | USD |
Warranty | Warranty expiration date | Date (Must correspond with the date format in the company settings) | 2024-06-01 |
Description | Additional information | Text | 15-inch laptop, 16GB RAM |
💡 Optional fields can be left blank or removed from the template.
💡If you save the file in CSV format, it is important to select the comma separator format.
Custom fields for assets
Custom fields are additional fields for assets that you can create in the system to store certain information about your company assets. Examples of custom fields in an employee profile can include:
Year of manufacture
Assigned to
Asset's condition (New, used, needs repair)
To create new employee fields, specific to your company, go to Settings -> PeopleHR -> Assets fields.
After adding custom fields in the settings, transfer their names to the import template. The system will automatically pull the data from these fields in the template into the custom fields in the system.
More about creating custom fields in the system read here.
Importing a file into the system
Go to Settings -> in the General section - Import.
Do not see the Settings or Import section? Perhaps you do not have access to it. 🔒 Contact your system administrator to find out more.
2. In the menu, choose Assets, locate the desired file, upload it to the system, and click on the Next button.
3. After loading the table, you will be able to see if all fields were imported correctly. If any of the fields was not automatically detected by the system, make sure that the field name is correct or set the field manually. Click on the Next button.
The system supports automatic validation of the imported data. The information that has the wrong format will be marked in red in the menu.
In case of a data filling error
You will need to edit the file and replace the incorrect values with the correct ones, and then perform the import again. The duplicates will remain with the same data, and the lines that contained errors will simply be updated.
In the Import menu, you can see the history of loading each file. You can see how many assets were successfully transferred to the system, whether there were any errors during the upload, or perhaps some assets were missed due to duplication.
By opening the log, we can see why some records may not have been transferred.