Bulk Edit - Checkouts
If you would like to expedite multiple checkouts (assignments), import them in bulk via CSV or Excel by following the steps below.
Export Your Assets
Navigate towards the right-hand side of your Assets page, click the three dots next to the “Add Asset” button, and then select "Export Data."
Prepare Your Import
Open the exported file and delete all columns except for the following:
- Category
- Tag
- Checkout Date
- Checkout Person
Configure Checkout Date and Checkout Person
1. Configure Checkout Date:
Our system utilizes a SimpleDate format for the Checkout Date, which has the date first (with dashes between), followed by a ‘T’ to denote the time, followed by the time in 24-hour format, with 12 AM starting at 8:00:00 and 12 PM starting at 20:00:00. This is the template:
yyyy-MM-dd'T'HH:mm:ssZZZZ
Based on your system preferences for Date, you would put the day before the month and vice versa when entering the Checkout Date. When you're ready, you would set the date and time to be the approximate time that you’re performing the import.
For example, if you wanted to set the Checkout Date to be December 3rd, 2024, at 3:30 PM, it would be configured like this:
2024-12-03T11:30:00+00:00
2. Configure Checkout Person:
When configuring the Checkout Person, make sure you enter the name for the field exactly like it appears in your Person record.
Here is an example of a completed row for a Checkout import:
When you're finished configuring the data, save the modified Excel or CSV file.
Note: If you’re importing assets using a default Category with an emoji, make sure to export to Excel to avoid any encoding issues with CSV.
Import Your Updated Data
Navigate towards the right-hand side of your Assets page, click the three dots next to the “Add Asset” button, and this time select "Import Data."
Map Fields
To make sure your data imports correctly, it is important to map the source column to its corresponding Asstbots field. For checkouts, the fields would be mapped as so:
[Asset Record] Source: Category > Field: Category
[Asset Record] Source: Tag > Field: Tag
[Checkout Record] Source: Checkout Date > Field: Date
[Person Record] Source: Checkout Person > Field: Name
Select the “Review” button.
Review
Make sure to select “Update” as the default duplicate behavior for both Assets and Person records, and select “IMPORT DATA”.