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 always lowercase, with underscores, and no spaces.  Example: hvac_unit, but not HVAC Unit.

How to download the correct template:

To locate the correct template needed, select the asset type as seen in step two on the "upload your assets" page. Once the asset type is selected there will be a link to download the template.

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  We do not publish a list of which fields are required for which asset, nor do we publish definitions for what those fields mean.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.

Did this answer your question?