How to use license bulk import ?

This feature allows adding the multiple license at the same time.

To Bulk Import a License

Go to the left sidebar and select Licenses > Click on the upload icon > Click on download format > As per the instruction fill the datasheet > Choose an updated file to upload > Click on Upload.

BulkImportLicensePic

Instructions

  • Never change the first row of the Format Excel Sheet
  • Company can be empty or must be a name from Config > Companies Page.
  • Name must be alphabets either uppercase or lower case letters.
  • Department can be empty or must be a department name from Config > Department Page.
  • Location must be a location name from Config > Location Page.
  • Manufacturer can be empty or must be a name from Config > Manufacture Page.You can add the new manufacture which is not in Master Page.
  • Category can be empty or must be a category name from Config > Categories Page. You can add the new category which is not in Master Page.
  • Unique Serial must be allowed characters (Alpha, Numbers and limited special characters).
  • Licensed to Name can be empty or a value from allowed characters (Alpha, Numbers and limited special characters)
  • Licensed to Email can be empty or a valid email address.
  • Seats must be whole number.
  • Reassignable can be empty or must be a value Yes or No
  • Supplier can be empty or a supplier name from Config > Suppliers Page.
  • Order No can be empty or with allowed characters (Alpha, Numbers and limited special characters).
  • Purchase Reference can be empty or a value of invoice number from Config > Purchases Page.
  • Purchase Date can be empty or must be a valid Excel Date (eg mm/dd/yyyy)..}
  • Bill Currency can be empty or must be a value of currency e.g. INR
  • Purchase Cost can be either empty or must be a valid number.
  • Purchase Order Number can be empty or with allowed characters (Alpha, Numbers and limited special characters).
  • Agreement No can be empty or a value from allowed characters (Alpha, Numbers and limited special characters)
  • Expiration Date can be empty or must be a valid Excel Date (eg mm/dd/yyyy)..}
  • Depreciation can be empty or a depreciation name from Config > Depreciations Page.
  • Maintained can be empty or must be a value Yes or No
  • Termination Date can be empty or must be a valid Excel Date (eg mm/dd/yyyy)..}
  • Notes can be empty or a value from allowed characters (Alpha, Numbers and limited special characters)
  • Support can be empty or a value from allowed characters (Alpha, Numbers and limited special characters)
  • Custom Fields: To import a component with custom filed, Add the custom "field code" as a new column and enter the required value below. You can get the "field codes" by clicking above "Download Custom Field Codes" button.

License Import Information

License Import Information tab provides the entire history of the import attempts with the counts of each status and the date of the attempt made. By clicking the download document, you can get a copy of the particular attempt information with the given details. Additionally, it will give status and error message.

BulkImportFormLicensePic

We are continuously improving our documentation to ensure it meets your needs. This document will be updated regularly, so please check back for the latest information. If you have any questions or encounter any issues, feel free to reach out to us at support@itassetmanagement.in.