Efficiently managing your inventory is crucial, especially when dealing with a large volume of assets. Cheqroom's importer tool is designed to streamline this process, saving you valuable time by allowing bulk imports and updates. This guide will walk you through the steps of importing and updating items in Cheqroom, ensuring that your inventory is always accurate and up-to-date.
Adding Items Using the Importer
When you have a large number of items to add, importing them via a spreadsheet is a more efficient option than adding them individually.
Before You Start
Determine what information you need to track in Cheqroom. Prepare an Excel or CSV file with your assets, creating a column for each field you want to include in Cheqroom.
If you require custom fields, it's best to set these up in Cheqroom beforehand.
Once your file is ready, navigate to the Items section in Cheqroom, and select Import to upload your file.
Mapping Fields
After uploading your file, Cheqroom will prompt you to map the fields from your import to the corresponding fields in the system.
Left Column: Displays the names of the columns from your imported file.
Right Column: Shows the fields in Cheqroom that will be mapped.
If a field is not linked, that column will be skipped during the import. However, some columns must always be mapped:
Name
Category
Location
If you don’t map the Category and Location fields, Cheqroom will automatically suggest values for them.
Reviewing the Import
Once you’ve mapped your fields, you’ll see an overview of the information being imported.
Warnings (Orange): These fields require your attention. Review all columns to address any warnings.
Errors (Red): These must be resolved before you can proceed. Use the ‘Error Rows’ filter at the top of the screen to display only the items with errors.
Adding New Fields During Import
Want to add a new field during the import process? No worries! Just click the ‘+’ icon located in the top right corner of the columns to input the information for the new field. Then, select a name for the column and specify the type of data it will contain.
This action will create a new field mapped to that column.
Updating Items Using the Importer
The importer is not just for adding new items—it’s also a powerful tool for updating existing ones. Here’s how you can use it to update information:
Go to the Items section of your workspace and click on Export on the top-right. Make sure to select “Include all fields”.
Use the exported file as a template to make any updates. But remember not to make any changes to the 'Id' column.
After updating the Items in the spreadsheet, proceed to Import it. Go to the Items section again and click on Import on the top-right. Upload your file following the steps provided in the sections above.
In conclusion, using the importer tool in Cheqroom can significantly enhance your efficiency when managing large inventories. Whether you’re adding new items or updating existing ones, following these steps will ensure a smooth process, keeping your inventory accurate and up-to-date.
If you need any more help you can reach us by clicking on the chat bubble on the bottom-right of your Cheqroom workspace. You can also e-mail us at support@cheqroom.com.