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The Equipment Import allows the User to INSERT new records and UPDATE existing Equipment records if a match is found.
Note: The Equipment import cannot assign an Equipment to a Service. To do this task, the Equipment must be created first, and then the Service import can be used to make the assignment.
Matches On
Asset Tag
The Equipment Import first attempts to match on the Asset Tag.
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Permitted values are from List Values of type LOCATION_TYPE: Site, Building, Floor, Room, Cube, Truck, Closet, Rack, Elevation, Manhole, or Warehouse.
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- If attempting to UPDATE existing Equipment, none of these Required fields except the Match On fields are needed.
For updates, it is assumed that the Required values are already entered. For updates, you only need to provide enough values to successfully find the Equipment record you are trying to update (Asset Tag or Equipment ID, and maybe Location). - If the Equipment Catalog has the 'Has Units' flag set, a Units value must be provided or an error happens.
Units must be a positive integer or a zero. Null and negative values are not allowed. If the Equipment Catalog does not have the Has Units flag set to True [1], any provided Units value is ignored with no error or warning. - The Equipment import cannot associate Equipment to a Service. See the Service Import for a way to do this.
UDF Associations
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