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Importing Equipment CSVs
Creating a CSV file
Before you begin, you will need to create an equipment CSV file. To do this go to Tools > Import > Equipment.
Select ‘Create CSV file’ and save the Excel file to your PC.
Collate your equipment information into the corresponding columns within the Excel template.
Make sure the site description or reference is spelt correctly so the equipment can be imported into sites correctly.
Save the Excel document and exit Excel.
Importing equipment
Go to Tools > Import > Equipment.
Select ‘Select CSV file’, choose your CSV file and select ‘Open’.
Now click ‘Next’. If you are doing this for the first time keep the settings below and click ‘Next’.
You will now see a list of your equipment prepared to be saved to your database. Once you’re happy just click ‘Save’ and then ‘Finish’.
That’s it. Your equipment will be imported into Clik Cert.
See the below table to see the details on what type of information and format is expected when importing equipment.
Field |
Expected Input |
Notes |
| Site Description | Text | *Links the equipment to the site* Use only Site Description OR Site Reference to link to equipment. |
| Site Reference | *Links the equipment to the site* If this column is missing in your template, please update Clik Service and try again. Alternatively, you can add this column manually. |
|
| Description | Text | Equipment description. |
| Make | Text | |
| Model | Text | |
| Serial | Text | Be sure to use a unique Serial Number and/or a unique Reference. |
| Reference | Text | Be sure to use a unique Serial Number and/or a unique Reference. |
| Category | Text | Use a value found in the equipment category in Clik Service. Read our guide to adding your own categories to find out more. |
| Install Date | Date | |
| Warranty Date | Date | |
| Next Service Due | Date | |
| Decommissioned Date | Date | |
| Decommissioned | Y/N | ‘TRUE’ or ‘Yes’ to indicate that equipment is decommissioned. No need to enter ‘FALSE’ or ‘No’ as a blank cell has the same effect. |
| Unknown Install Date | Y/N | ‘TRUE’ or ‘Yes’ to indicate that equipment is decommissioned. No need to enter ‘FALSE’ or ‘No’ as a blank cell has the same effect. |
| Notes | Text | |
| Plant Location | Text | |
| (User Field) Example One | Replace ‘Example One’ with the name of your user-defined field, and keep the preceding ‘(User Field)’ text. The expected input format will be dictated by the format used by the user-defined field. | |
| (User Field) Example Two | ||
| (User Field) Example Three |
