Asset Data
General Information
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Asset data provided for initial loading and configuration must comply with the formatting structure of data template provided.
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The Local UID (Column A) is required to be populated within the data template to complete the upload.
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The Local UID and Serial number values should be unique to each Asset. The Local UID and Serial number are allowed to duplicate (or match) for the individual asset, but should not be duplicated among multiple assets.
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An Asset can be assigned to either a Location (Building/Floor/Room - All three values are required and should match the data defined within your iOffice environment) or Person. We are unable to assign an Asset to a Location AND Person.
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Do not change the column headers in Row 4. We use these to complete the template uploads. If you would like to rename the fields, please add the "New" name in Row.
Template
Download the iOFFICE Asset Data Template.xlsx file.
Data Columns
The table below lists the columns and which columns are required or optional.
| Column Name | Column Required | Notes |
|---|---|---|
| Local UID | Required | Local UID is expected to be the Unique identifier. |
| Serial Number | Required | |
| Center | Required | |
| Asset Type | Required | |
| Manufacturer | Required | |
| Model Name | Required | |
| Model Number | Required | |
| Building Name | Required | Make sure the Building Name is in the same format used on the User Detail worksheet |
| Building Code | Required | Make sure the Building Code is in the same format used on the User Detail worksheet. |
| Floor | Required | Make sure the Floor Number is in same format used in the User Detail worksheet |
| Room | Required | Make sure the Room Number is in same format used in the User Detail worksheet |
| Owner (Unique ID) | Required | Assets can either be assigned a space (visible on space plan) or assigned to an owner (not visible on space plan) |
| Attachment (Y/N) | Optional | |
| Agreement (Y/N) | Optional | |
| Life of Unit | Optional | |
| Age of Unit | Optional | |
| Type of Refrigerant | Optional | |
| Condenser Coil Type | Optional | |
| SEER | Optional | |
| BTU | Optional | |
| Unit Type | Optional | |
| Contact First Name | Optional | |
| Contact Last Name | Optional | |
| Contact Company | Required | Company is required. Data will appear in the "name" column for the address book. Data is not verified or matched. |
| Contact Address | Optional | |
| Contact City | Optional | |
| Contact State Code | Required | State Code is required for contact info. |
| Contatct Zip | Optional | |
| Cost Center ID | Optional | |
| Printer Name | Optional | |
| Networked | Optional | |
| Box Length | Optional | |
| Business Unit | Optional | |
| City State Zip | Optional | |
| Asset FMV | Optional | |
| Department | Optional | |
| Division | Optional | |
| GVW | Optional | |
| Host Name | Optional | |
| IP Address | Optional | |
| Lease Company | Optional | |
| License Plate | Optional | |
| Location Code | Optional | |
| Location Type | Optional | |
| Mac Address | Optional | |
| Notes | Optional | |
| Registration State | Optional | |
| Title Location | Optional | |
| Vehicle Type | Optional | |
| Vehicle Year | Optional | |
| Install Date | Optional | |
| Removal Date | Optional | |
| Date Aquired | Optional | |
| OLB Legacy | Optional | This should not be used, this is a legacy field, only included for old clients. |
|
Custom01 Custom30 |
Optional | Define 0 to 30 custom fields. |