Assets Import

The ASSETS ‣ Import functionality gives the user the ability to bulk update data stored in the Asset Information Groups.

The format of the Excel workbook needs to be very specific, it is recommended you generate an Excel export using the Assets Export functionality, to generate the workbook in the correct format for importing data.

Caution

It is important to note that as the Asset Importer is importing rows, the SQL server creates Row and Table Locks. This may mean that to other users accessing NEXUS IC, the application may appear unresponsive. When the import has finished and the data committed, then the Row and Table locks are released and the other users will be able to continue using NEXUS IC as normal.

The Asset Import Wizard

  1. Import Filename - Navigate to the Excel or Text file which has been prepared for import. By unchecking the “Automatically commit transaction on successful import”, the wizard will present the user with a summary of the Import actions, prompting the user to commit changes. Please note that the database will still be in a Transaction state until the user Commits or Cancels the import.
  2. Configure Import - If you are using the Excel output from the Asset Export wizard, then the destination Fields will be pre-populated. If you would like to make changes to the Destination fields or elect to ignore some fields, then click on the column heading titled Field: and choose from the options presented in the pop up menu. Finally, ensure that the correct Asset View is selected from the Required Fields selection box and that the number of Header Rows and worksheet are correct (by default this will be 2 rows).
  3. Import Complete - This page summarises the import, advising the user how many rows have been added to the AIG forms and whether or not any new assets have been created as part of the import. It is important that the summary is scrutinised to ensure that the import has performed the actions that you expected.

Note

If the importer encounters a completely blank row, it will stop importing at that point, even if there are non-blank rows further down. This can provide an easy way to test an import sheet: set it up, and then after just one or two rows of data, insert a blank. Run the import to see if it’s doing what you expect, and if so, delete the blank and run again. Similarly, if the importer encounters a blank column, columns to the right of this will not be imported.