Video Transcript
Asset Minding spreadsheet import demo
We will begin with the spreadsheet that is ready to import. It contains company assets, including Asset Tag IDs, names, classifications, purchase information, and an image filename for each record. Next, we will open the already signed-in Asset Minding dashboard. No assets have been imported at this point.
Before importing, we will review Classification. Asset Minding organizes assets by category, site, department, location, and status. Now we will go to Import Data, where the spreadsheet and its matching asset images are brought into the account.
First, select the image folder. Asset Minding matches each spreadsheet filename to its picture. This confirmation shows the selected images are ready to import. Now we will select the spreadsheet and review the column mappings before importing. The column mapping screen shows how the spreadsheet fields will be applied. The file already contains Asset IDs, so automatic ID generation remains turned off.
With the mappings confirmed, we will import all assets. Asset Minding stages the records, uploads the images, and prepares everything for review. The staged import is complete. Here, you can review the data and matched images before making anything permanent. After reviewing the staged records, we will click Make Permanent to commit the import to the account.
The import is now complete, and the assets and images are available throughout Asset Minding. Asset Detail now displays the imported records with their images, Asset IDs, names, and classification information. Returning to Classification shows the category, site, department, location, and status values used by the imported assets. We will finish on the dashboard, with the imported asset information ready for daily use.