Import your assets’ information using a CSV file
When you have many assets, it is tedious to create them one-by-one. So, BulbThings helps you get started fast with an Import module. This can be accessed on the main menu on the left hand side of your screen (1).
The Import module allows you to follow a three-step import process using a CSV file using the “I want to import” option (2). In case you are a subscriber to our Advanced or Premium Plan, you can use the function “Import for me” to delegate this process to us (3).
Using the “I want to import” function
This is the default function of the Import module. It allows you to import data for up-to 10 categories by asset type (depending on category). The following table shows you the list of available categories and asset types:
Step 1.1: Select your import category and asset type (if applicable)
At the “I want to import” function, you have two pull-down menus: categories (1) and asset types (2). This guarantees that the information you will upload will be properly classified. For example, this screenshot shows that you want to upload information about assets: cars.
Once you have made your choice about the type of data you want to import, you may proceed to start this process by clicking “Let’s go!” (3).
Step 1.2: Get your data ready!
Before you import your data, you can define the state it is in (1). There are 8 states that depend on the asset’s life cycle stage: Procurement (requested, quotation, ordered), active/inactive, and Retirement (sold, returned, total loss).
BulbThings provides CSV templates to make it easy for you to upload your data. The system will pre-select the template available based on your choice in Step 1.1. You only need to click on “Download template” (2).
Also, there is a list of terms available for consultation. Click on “Show fields” to display the full list and scroll down to view the whole text. This list will help you know what to include in each field of the template and the appropriate format of that information (e.g. text, number, date). Click on “Hide fields” to close the list.
Click on “I’m ready!” (4) once you want to start importing your data.
Step 1.3: Display the description of the template fields
This is a sample of the list of terms displayed to help you fill the import CSV template.
Step 2.1: Upload your file
To upload your CSV file, drag-and-drop the file or use the [+Browse] button to select the file from its current location.
Step 2.2: Preview file for upload
The progress bar (1) will inform you when you may click on “Continue” (2) to review your data.
Step 3.1: Check your data!
This is the final step of the import process. The type of CSV separator in use is displayed in a box (1). This is important when you work with international team and could have non-standardised data formats. For example, tabular data can be separated by commas, semicolons, or spaces. This will impact how the platform reads your data.
Also, you will see any observations/alerts regarding your data. In this example, there are several alerts (, 2) and errors (, 3). Also, warning messages are displayed at the bottom of the table (4). These messages inform you what type of information is missing.
Step 3.2: Fixing data format issues
Fixing these alerts/errors can be as easy as changing the CSV separator (1) and/or check match between the column header in the platform and its equivalent in your CSV file (2).
In this example, we changed the CSV separator from a comma “,” to a semicolon “;”. Also, we matched “Custom_ID” with “contract_id”. The alert and error symbols have changed to check-marks. So, we can “Start the import!” by clicking on the button below the table.
Step 3.3: You’ve made it!
Once you have reviewed your data and addressed the alerts and errors, you may proceed at importing the data. The final screen in this process (“You’ve made it”) will give you the options to review your Import History (1) and start all over with another import (2).
Step 3.4: Review your “Imports history”
The Imports history page display how many assets (i.e. rows) were successfully imported. Also, it includes comments on errors under “show details”.
Using the “I want to import” function
In case you need our help to import your data or have subscribed to the Advanced or Premium Plan, you can follow these steps.
By clicking on “Import for me”, the text darkens and the screen changes to show you new instructions. Please tell us what type of information you want us to import for you in field (1). You can can either drag-and-drop your file or use the [+Browse] button to find the file you want to send us (2). Finally, click on “Upload” (3). This steps will send us your file for us to process. Please be as clear as possible in the information you want us to upload. Also, use CSV files with clear column headings.