Asset Type & Asset Import - CSV/XLS/Spreadsheet Method
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Asset Type & Asset Import - CSV/XLS/Spreadsheet Method
This article provides a comprehensive guide on importing assets using CSV/XLS spreadsheets in the Halo system. It details steps for importing new and existing assets, adjusting asset and custom fields, and resolving errors during import. Key instructions include setting unique identifiers, managing blank spaces in identifiers, and ensuring required data like Customer Name and Site are pre-existing in Halo. It also addresses limiting import rows and utilizing developer tools for troubleshooting. Additional guidance is provided for using and importing custom asset fields.
Asset Types XLS template fields
Asset XLS template fields