Asset Intelligence and Management
Asset Intelligence and Management

What to be careful of when importing items from an Excel Sheet?

  1. Determine which columns in your excel sheet map to which fields in EZRentOut. Here’s a comprehensive data dictionary that explains the data fields in EZRentOut.
  2. If there are certain fields that you need that aren’t present in EZRentOut, create custom fields from Items –> Custom Attributes for them before the import.
  3. Ensure all AINs(Asset Identification Numbers) are unique and only contain numbers and alphabets (no special characters or spaces) if you’re using AINs.
  4. All names should be at least 3 characters long.
  5. All dates should be in the MM/DD/YYYY format.
  6. For yes/no fields e.g. Retire?, put yes against assets that should be in the retired state upon import.
  7. When importing inventory records, if you are specifying quantity to be added to stock, Stock Price column must also be mapped.
  8. The Late Fee should be in the format: <amount><space><duration>. An acceptable example in ’25 hourly’ which translates to a late fee rate of $25 per hour.
  9. The Rental Meter Threshold should only be provided in minutes. For a threshold of 2 hours, you will have to input 2 x 60 which is 120 as the value.
  10. There should not be any merged cells in your excel sheet.
  11. There should only be one excel sheet in the file you’re uploading. If your items are spread across various sheets within the same file, split these sheets into separate excel files and upload separately.

Explore the complete guide on importing items in EZRentOut.