In the WorkPal Portal at the top right corner of the screen select the WP logo.

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A dropdown menu will appear. Select DATA IMPORT.

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If you need to download an import template, select from the Download Import Template menu.

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Select the Asset Codes Template to start the download.

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Once you have downloaded the Asset Codes Template, fill in the relevant information. Required fields are marked with a star*. The importer will not function if you do not put the correct information in the required fields. The site information must match the info on the Desktop app exactly for it to add the Assets to that site.

Note – it is not case sensitive.

The ‘asset_no’ is a unique code that you create yourself that is assigned to that specific asset. This means that each asset that you import must have a unique code in order for the importer to function.

If unique asset fields have been added to your system they will show in columns after ‘asset_no.’

When the template has been completed, return to the ‘WP’ button and again go to Data Import.

Select the Browse button.  Locate and select the template file.

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You can choose to Create New Records, Update Existing Records, or both.

Review the data in the preview screen for errors. If you are satisfied, select the 'Import Data' button to begin the Asset import:

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