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import_and_export:importing_assets [2021/04/23 09:36] – [Doing the import] Gary Willetts | import_and_export:importing_assets [2021/10/08 09:31] – Gary Willetts | ||
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Assets are imported directly from Excel spredsheets so there is no need to export data from the spreadsheet to a tab delimited text file first (as you need to do for other imports). | Assets are imported directly from Excel spredsheets so there is no need to export data from the spreadsheet to a tab delimited text file first (as you need to do for other imports). | ||
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| 21 | U | Custodian email | 255 alphanumeric characters | | | 21 | U | Custodian email | 255 alphanumeric characters | | ||
| 22 | V | Current status | | 22 | V | Current status | ||
- | | 23 | W | Proposed status | + | | 23 | W | Proposed status |
| 24 | X | Type | 255 alphanumeric characters. Will be created if it doesn' | | 24 | X | Type | 255 alphanumeric characters. Will be created if it doesn' | ||
| 25 | Y | Condition | | 25 | Y | Condition | ||
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| 30 | AD | Disposal value | Number, currency. The value of the asset at the end of its useful life | | | 30 | AD | Disposal value | Number, currency. The value of the asset at the end of its useful life | | ||
| 31 | AE | Insurer name | 255 alphanumeric characters | | | 31 | AE | Insurer name | 255 alphanumeric characters | | ||
- | | 32 | AF | Insurance policy | + | | 32 | AF | Insurance policy |
| 33 | AG | Insurance renewal date | Valid date in current operating system format. The date the insurance should be renewed by | | | 33 | AG | Insurance renewal date | Valid date in current operating system format. The date the insurance should be renewed by | | ||
| 34 | AH | Notes | Lots of alphanumeric characters! Any other information that needs to be stored against the asset | | | 34 | AH | Notes | Lots of alphanumeric characters! Any other information that needs to be stored against the asset | | ||
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Here is an example spreadsheet you can use (contains no property columns, only the standard mSupply columns): {{ : | Here is an example spreadsheet you can use (contains no property columns, only the standard mSupply columns): {{ : | ||
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+ | <WRAP important center round 90%> | ||
+ | When entering dates in the spreadsheet, | ||
+ | </ | ||
===== Doing the import ===== | ===== Doing the import ===== | ||
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{{ : | {{ : | ||
- | mSupply uses the code field to determine whether the asset being imported is a duplicate; an asset with the same code as one already in the database is determined to be a duplicate. In the //If duplicate codes are detected// section you tell mSupply what to do if it encounters a duplicate asset during the import: | + | mSupply uses the **code** field to determine whether the asset being imported is a duplicate; an asset with the same code as one already in the database is determined to be a duplicate. Any assets with no code are ignored during duplicate checking i.e. an asset with no code can //never// be a duplicate and will always be imported as a new asset. In the //If duplicate codes are detected// section you tell mSupply what to do if it encounters a duplicate asset during the import: |
* **Import as new asset:** this option will import the duplicate as a new asset | * **Import as new asset:** this option will import the duplicate as a new asset | ||
- | * **Skip the duplicate without asking:** the duplicate will not be imported and that row if the spreadsheet will be ignored | + | * **Skip the duplicate without asking:** the duplicate will not be imported and that row of the spreadsheet will be ignored |
* **Stop the import:** as soon as a duplicate is encountered, | * **Stop the import:** as soon as a duplicate is encountered, | ||
* **Update the existing asset:** the asset that already exists with the code in the database will be updated with the information contained in the spreadsheet row. A new asset will not be created. BE CAREFUL WITH THIS OPTION: if a cell is blank in the spreadsheet then the corresponding value is removed from the asset (if it had a value set for it), not left as it is. | * **Update the existing asset:** the asset that already exists with the code in the database will be updated with the information contained in the spreadsheet row. A new asset will not be created. BE CAREFUL WITH THIS OPTION: if a cell is blank in the spreadsheet then the corresponding value is removed from the asset (if it had a value set for it), not left as it is. | ||
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When the import has finished you will be shown a message telling you how many assets were imported and how many rows of the spreadsheet were skipped, ignored or failed. | When the import has finished you will be shown a message telling you how many assets were imported and how many rows of the spreadsheet were skipped, ignored or failed. | ||
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+ | <WRAP info center round 90%> | ||
+ | All the assets created by the import will have the text " | ||
+ | </ | ||
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