This is a reference on bulk importing assets into ServiceTrade.

Before you get started on completing one of our asset import templates, you may wish to:

  1. Familiarize yourself with the concept of assets in ServiceTrade.
  2. Review the general information on bulk importing.

The following fields are used by the asset import templates. We present them here with definitions and whether or not they are required.

  • location_id (required) - this is the numerical location ID, and is best obtained from an export of locations from ServiceTrade.
  • asset_type (required) - the coded asset type that you are importing.  A full listing of possible asset types is shown below.  Values for this field are the always lowercase, with underscores, and no spaces.  Example: hvac_unit, but not HVAC Unit.

Other asset import template fields and tips:

  • Based on the asset_type, other fields may also be required.  We do not publish a list of which fields are required for which asset, nor do we publish definitions for what those fields mean. These are usually both industry-specific and self-explanatory.
  • To get an idea of which fields are required, we recommend going to a test location and attempting to manually create a single asset in the user interface. The create asset dialog box will show you all available fields for a given asset type, and which fields are required.
  • If you are attempting to test asset types and find that a particular kind of asset is not showing to you, understand that the availability of asset types is driven by service lines.  We cover this in this article.
  • For date fields, use the format mm/dd/yyyy.
  • Each asset type will have its own import template.
  • You may only import assets to existing locations.  If you have not yet created locations for any of the assets that you wish to import, do so before proceeding.


List of asset_types to use for asset import templates :

access_control_device
aed_defibrillator
air_curtain
air_dryer
air_handler_unit
alarm
alarm_battery
alarm_communication_device
alarm_device
alarm_device_group
alarm_primary_power_supply
alarm_secondary_power_supply
alarm_system_group
alarm_valve
ambulance
antifreeze_loop
autoclave
autoclave_hinged_door
autoclave_sliding_door
auxiliary_drain
auxiliary_equipment
awning
backflow
backflow_group
barn
bedding_dispenser
bedding_waste_disposal
biomedical_equipment
blood_pressure_unit
blowdown_separator
boar_bot
boiler
boiler_controls
boiler_feed_system
bottle_filler
building_facade
bulk_vessel
burner
cart_cage_washer
cell_radio
centrifuge
check_valve
chemical_feed_system
chiller
circulating_fan
clean_agent_cylinder
clean_agent_suppression
clean_bedding_conveyor_system
cnc_additive_machine
cnc_boring_machine
cnc_gear_cutting_machine
cnc_grinding_machine
cnc_gun_drill
cnc_laser_machine
cnc_machining_center
cnc_plasma_cutter
cnc_router
cnc_turning_centers
cnc_ultrasonic_machine
co2_cylinder
co2_suppression
coffee_equipment
commercial_property
commercial_truck
compressor
condensate_drain
condensate_return_system
condensing_unit
control_valve
control_valve_group
conventional_grinder
conventional_lathe
conventional_mill
cooking_equipment
cooler
cooling_tower
corrosion_monitoring
cow_brush
cylinder
dairy_chemical_system
dairy_systems_control_box
dds_system
deaerator
deck
deluge_valve
display_cooler
door_access_credentials
draft_beer_equipment
drilling_machine
dry_sprinkler
dry_valve
ecg_recorder
economizer
electric_heater
electrostatic_precipitator
elight
elight_group
ems_us
evaporative_cooler
exhaust_fan
extinguisher
extinguisher_group
eye_wash_station
fan_coils
feed_pump
fence
filtration
fire_damper
fire_department_connection
fire_door
fire_hose
fire_hose_connection
fire_pump
fire_truck
fleet
foam_system_suppression
fountain_soda_equipment
fuel_canopy
fuel_dispenser
furnace
gas_cylinder
gas_station_suppression
generator
generator_block_heater_thermostat
generator_controller
generator_engine_thermostat
generator_fuel_pump
generator_injector_pump
generator_rad_cap
generator_starter
generator_volt_regulator
generator_water_pump
glassware_oven_dryer
glassware_washer
glycol_line_chiller
grease_containment
grease_trap
gylcol_station
heat_pump
heat_recovery_system
hoa
humidifier
hvac_pump
hvac_unit
hvac_unit_group
hydrant
ice_machine
industrial_refrigeration_system
industrial_suppression
inspectors_test_valve
instrument_washer
intrusion_device
intrusion_panel
iv_pump
kitchen_cylinder
kitchen_equipment
kitchen_exhaust_fan
kitchen_exhaust_filter
kitchen_exhaust_hood
kitchen_exhaust_system
kitchen_fire_suppression
lab_equipment_other
lighting
lighting_controls
line_filter
main_drain_valve
makeup_air_unit
manure_pump
medical_equipment
medical_physics
monitor_nozzle
mower
multifamily_residential
nitrogen_blender
nitrogen_generator
nurse_call_equipment
o2_concentrator
oil_water_separator
or_table
oto_ophthalmoscope
out_building
paint_booth
panic_door
patient_monitor
paved_surface
pneumatic_system
pollution_control_device
pool_heater
power_washer
pre_action_valve
prep_table
pressure_reducing_valve
quick_opening_device
reach_in_cooler_freezer
refrigerated_truck
refrigeration
regulator
release_panel
residential_door_operator
residential_garage_door
riser
riser_counts
roll_off_dumpster
rooftop_grease_containment
rooftop_unit
scale
singlefamily_residential
smoke_detector
smoke_detector_group
sonic_cleaner
special_event_equipment
special_hazards
sprinkler
sprinkler_alarm_device
sprinkler_av_appliance
sprinkler_av_appliance_group
sprinkler_nitrogen_generator
sprinkler_supervisory_device
sprinkler_supervisory_device_group
sprinkler_supplementary_equipment
sprinkler_supplementary_equipment_group
sprinkler_system_group
stand_pipe
standpipe_valve
steam_boiler
steam_pressure_reducing_station
steam_pressure_reducing_valves
steam_pump
steam_trap
storage_tank
stormwater_system
suction_unit
suppression
suppression_alarm_device
suppression_av_appliance
suppression_supervisory_device
suppression_supplementary_equipment
surge_tank
surgery_light
surveillance_system
swine_bus
tamper_switch
tamper_switch_group
thermometer
tractor
trash_pump
tube_heater
tunnel_washer
unit_heater
variable_frequency_drive
vav_system
vehicle
vehicle_suppression
vending_machine
video_surveillance_device
walk_in_cooler_freezer
water_dispenser
water_filtration_system
water_flow_switch
water_flow_switch_group
water_fountain
water_heater
water_pump
water_softener
water_tank
water_treatment_system
wet_sprinkler
wheeled_trash_can
wm_stomwater_system

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