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:
- Familiarize yourself with the concept of assets in ServiceTrade.
- 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 We do not publish a list of which fields are required for which asset, nor do we publish definitions for what those fields mean.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.