Importing Assets and More

There is a Web GUI importer available in the Import section that will allow you to upload and process and import a comma-delimited CSV through the web interface. The importer may choke on larger imports, so if you have more than several hundred records to import, you may wish to use the command-line tool.

Make sure you have your organization's domain name, email format and username format set in Admin > Settings, so that it knows what domain to use when generating email addresses and usernames if none are provided in your CSV.

Hosted customers can send their CSVs to [e-mail] if you're having trouble with the Web GUI and we'll take care of it for you. Please note that self-hosted customers should go through normal free support channels.

❗️IMPORTANT

BACK UP YOUR DATABASE FIRST. Always run a backup (Admin > Backups) before running the importer, so that you have a clean place to roll back to if something goes wrong.

Usage

Shell

php artisan snipeit:import path/to/your/file.csv

Optional Arguments

Option	Values	Notes	Required
--item-type	Asset, Accessory, Consumable	Defaults to Asset	No
--logfile	Any valid path	Defaults to fixedasset-pro-directory/storage/logs/importer.log	No
--verbose	None	Prints all information going to the log to screen as it processes.	No
--user_id	Integer representing user ID	The user id to import assets as. Defaults to 1.	No
--update	None	If flag is passed, the importer will attempt to update items instead of ignoring duplicates	No.

CSV Format

The importer reads the first row of the CSV file to determine what each column is.

❗️IMPORTANT

The value in the header cell MUST MATCH one of the following options, or one of your existing Custom Field names. Please make sure there are no leading or trailing spaces in the header column names, and no blank lines at the end of your CSV. Header field names are not case-sensitive.

The CSV importer can currently only support automatically checking assets out to people, not to locations, other assets, etc. You should use the bulk checkout functionality for importing assets that are checked out to non-people.

Sample CSV Downloads

• Sample asset import CSV

• Sample accessories import CSV

• Sample consumables import CSV

• Sample users import CSV

• Sample licenses import CSVx

• Sample components import CSV

Common Fields

Field	Example Data	Required	Notes
Item Name	Karen 2015	No
Company	MacandDonalds	No	Created if it doesn't exist. Leave this blank if you don't need to support multiple companies.
Category	Laptop	Yes	Created if it doesn't exist
Location	San Diego	No	Created if it doesn't exist
Purchase Date	2015-01-12	No	Can take any date format that can be translated by strtotime()
Purchase Cost	2999.99 (without commas or currency symbols)	No	Cost of asset

Asset-Only Fields

Field	Example Data	Required	Notes
Full Name	Firstname Lastname	No	No commas. First name first, last name last
Email	[e-mail]	No	If empty, will be generated using the email_format and domain you provide in Admin > Settings
Username	yourname.lastname	No	If empty, will be generated using the username_format you provide in Admin > Settings
Model Name	MBP Retina 13-inch	Yes	Created if it doesn't exist
Manufacturer	Apple	No	Created if a value is provided but it doesn't yet exist
Model Number	MacbookPro12,1	No
Serial	C20095805496869045H6	No
Asset Tag	KJH90890	Yes
Notes	Karens old machine	No
Image	Filename.jpg	No	If Present, this is the basename of the image assocaited with the item. Images must be manually uploaded to public/uploads/assets.
Status	Ready to Deploy	No	A status label applied to the item. Created if it doesn't exist. If you leave this blank and provide a username, it will automatically be checked out to that user. If you leave this blank without a user, it will automatically be set to Ready to Deploy.
Warranty months	15	No	Time in months until warranty expires
Checkout Type	user	No	Should we checkout to a user or to a location? Defaults to user, and user is implied if the field does not exist.
Checkout Location	Planet Mars	No	Name of Location to be checked out to if checkout_type is location. This Location will be created if it does not exist.
Order Number	PO-007	No	The Purchase Order # for the asset. Will be shown next to Purchase Cost. This Purchase Order will be created if it does not exist.
Supplier	Mike's Tech Shop	No	Supplier name

Asset tag is no longer required if you have auto-incrementing enabled, however if you'd like to generate incrementing asset tags via Excel for some reason, you can do so easily using this helpful guide.

🚧NOTE

If you enter a status, the system will generate the status label for you, but you will have to go in and edit the status to make sure it has the appropriate attributes. For example, if an asset is "Archived Forever", you'll need to go into Admin > Status Labels and edit the attributes of the "Archived Forever" status label to reflect that it is in an archived state.

Accessory-ONLY/Consumable-ONLY Fields

Field	Example Data	Required	Notes
Quantity	15	No	Amount of item in stock. Defaults to 1.

Importing Custom Fields

To import values for your custom fields, you MUST create the custom fields in FixedAsset Pro first. Once all of the custom fields you want to import to are created in Admin > Custom Fields, you can simply add additional columns to your CSV. Make sure the name of the Custom Field exactly matches your existing Custom Fields. Fields that cannot be matched will be skipped.

You'll still need to create Custom Fieldsets, assign your new Custom Fields to those field sets, and assign them to your newly imported models once you're done with your import. We don't currently try to create your fields on the fly, or try to assign them to Custom Fieldsets and Asset Models because bad data could make a real mess of things if we did. Future versions will have a nicer Web UI interface that will allow you to handle some of those tasks on the import.

🚧Custom Fields are stored as plain text

Custom fields formatted as 'dates' should be in the format: YYYY-MM-DD.

Custom fields formatted as 'Checkbox' should be written as value1, value2, value3 - with a comma, and a space in between each value.

What It Does

When you execute this command with a valid path to your CSV, the importer will:

• Split the user's name, creating firstname and lastname.

• If not user is provided, it assumes the asset is Ready to Deploy.

• If a user's name is provided, it assumes that asset is assigned to them

• If a user's name is provided but no email is provided, it will generate an email address using your domain and the pattern you specified in email_format

• Generate a password for the new user if a user's name is provided

• Create the user if they don't exist (based on their email address)

• Determine if the asset model exists based on Asset Model Name and Model Number combination

• Create the asset models, locations, category, etc if they don't currently exist, skip them if they do.

• If no user is provided, the asset gets created as ready to deploy instead of checked out to a user

Limitations & Notes

The importer isn't very smart. It currently does not do any validation other than checking to see if the record already exists in the database. It doesn't know that Dell Inspiron is the same asset as Dell Insprion. The quality of your data will make a big difference in the results you get, so if there's a lot of inconsistency, you're going to end up with with duplicates because the app has no way of knowing what you meant from what you wrote.

Exporting Comma-Delimited CSVs on Windows

This is most common for Windows users in non-US regions, but if your Excel export is generating CSVs that are separated by something other than commas (semicolons, tabs, etc), you'll have to make a configuration change on your Windows system to get it to export correctly.

• Edit your Regional Settings or Windows (Regions and Language).

• On the Formats tab hit Additional Settings....

• Change the List Separator to the character you want to use as your CSV separator.

Apply those changes, and now you can go back to Excel and save the file as a CSV. It should be saved using your chosen separator.