Admin users navigate to Admin menu > Setup > Bulk Insert
To upload a new entity and its hierarchy: 1. Select from the following options: Entity File
2. Click on the “Download Sample File” button in the top right corner.
3. Save the file and complete the content form with the following information
a. Level 3 - the name of the entity, this is the first level of the hierarchy, the parent is the root entity.
b. Level 2 - the name of the entity, this is the second level of the hierarchy, the parent is an entity of level 3.
c. Level 1 - the name of the entity, this is the second level of the hierarchy, the parent is an entity of level 2.
4. Click the Select file button, choose the file that edited above. Click Upload button.
5. The server running upload in the background. A record will be created in a table that show status Processing.
6. When finished, that record will change the status to Processed.
Note: The process will update the hierarchy, in case the entity already exists. This step should be processed before insert Asset.
Admin users navigate to Admin menu > Setup > Bulk Insert
To upload a new asset and its relationship:
1. Select from the following options: Asset File
2. Click on the “Download Sample File” button in the top right corner.
3. Save the file and complete the content form with the following information (mandatory fields are required only)
a. *Asset ID - unique combination of letters and numbers to identify the asset added. Note: asset ID exists will be updated.
b. *Asset Name - Name of the asset, usually is the same name as the entity that they belong to
c. *Description - Description of the asset.
d. *ID Type - the same name as the entity that they belong to.
e. Address - Address of the asset allocated.
f. Suburb - Suburb or City of the asset allocated.
g. Postcode - Postcode of the asset allocated.
h. GL Code - TBD.
i. *Business Unit - the same name as the parent entity of entity that they belong to.
4. Click the Select file button, choose the file that edited above. Click Upload button.
5. The server running upload in the background. A record will be created in a table that show status Processing.
6. When finished, that record will change the status to Processed.