How to import Assets (and assign to students)

How to import Assets (and assign to students)

Importing Assets will allow you to track Assets (books, devices, uniforms - anything tangible).
 
1. Login

2. Navigate to Admin / Data Sync

3. Click the Assets (Import/Update) button


4. Click the Button to open the import window

5. Click Select files..

6. Select the CSV file you have prepared
Your file must contain the following headers: Title, Asset ID (or serial #), Condition, and Amount.
The following fields are optional: Description, Student Number (or ID), Status (from your status options under Admin
To assign to students, include the Student Number (or ID) and Status


7. Select the fields you wish to import

8. Click Import

9. When the import is completed, you will receive a verification.

Note: In order to check your Status options, navigate to Admin, Settings, Status. Use the status options in the status column. Make sure the statuses in the CSV file match your status options exactly (including lowercase and capital letters).


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