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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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Conditionally Required if the Has Units flag is set on the Equipment Catalog .
Datatype is String.
Contact Owner
Datatype is String.
If the existing Contact is not a Customer type Contact, the record fails to Import.
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Datatype is String.
Only the Code From the Department Hierarchy is expected.
New Equipment ID
Datatype is String.
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Default value is blank.
Owner
At least one Owner (either Customer Number, Dept Hierarchy Code, or Dept Hierarchy Name) may be Required IF the following conditions are met:
The Import is attempting to INSERT the Equipment record and the Equipment Status is Assigned.
Otherwise, the Owner field is NOT required.
Customer Number
Data type is String.
Default value is blank.
Dept Hierarchy Code
Data type is String.
Default value is blank.
Dept Hierarchy Name
Data type is String.
Default value is blank.
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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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