Capability
The Equipment Import allows the User to INSERT new records and UPDATE existing Equipment records if a match is found.
Matches On
Asset Tag
The Equipment Import first attempts to match on the Asset Tag.
Equipment ID
If there is not an Asset Tag match, the Import attempts to match on the Equipment ID field.
If there are multiple matches by the Equipment ID, the Import attempts matching both the Equipment ID and Location together.
Fields
Asset Tag
Conditionally Required if the Equipment status is set to Installed AND the Asset Flag is set on the Equipment Catalog .
Each Asset Tag must be unique, trying to create a new piece of Equipment with a matching Asset Tag will UPDATE the existing Equipment instead.
A duplicate error will trigger if there is already Equipment out there with the same Equipment ID-Location pair.
Datatype is String.
Equipment ID
Conditionally Required if the Equipment status is set to Installed.
Datatype is String.
Equipment Status
Conditionally Required if the Import is doing an INSERT.
Datatype is String.
NOT Required if the Import is doing an UPDATE.
Permitted values are one of the following List Values of type EQP_STATUS: Unassigned, Assigned, Retired, Broken, Lost, or Installed.
No other values are permitted for the Import.
If the Equipment's Status is Unassigned, it MUST be assigned to a Location that has the Warehouse flag set or have a blank (Null) Location value.
Part Number
Conditionally Required if the Import is doing an INSERT.
Datatype is String.
The Part Number field come from Equipment Catalog field not the full Catalog Path.
Units
Conditionally Required if the Has Units flag is set on the Equipment Catalog .
Datatype is String.
Owner
At least one Owner (either Contact or Dept. Hierarchy ) 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.
Contact Owner
Datatype is String.
If the existing Contact is not a Customer type Contact, the record fails to Import.
Dept. Hierarchy Owner
Datatype is String.
Only the Code From the Department Hierarchy is expected.
New Equipment ID
Datatype is String.
If a New Equipment ID value is provided, it is used to UPDATE the Equipment ID field.
Billable
Datatype is Boolean
Default Value = False
Permitted values of True, 1, or Yes set the flag to True [1].
All other values is considered False [0].
Consumed
Datatype is Boolean
Only used if the Configuration Option SHOW_CONSUMED is set to True [1].
Default Value = False
Permitted values of True, 1, or Yes set the flag to True [1].
All other values are considered False [0].
Cabling Eqp Type
Datatype is String.
The value must be one of the following List Values of type CABLING_EQP_TYPE: Switch, Router, Jack, IDF, MDF, or BDF.
User entered values to the CABLING_EQP_TYPE list may also be used.
Parent Equipment
Datatype is String.
Should match an existing Equipment ID.
Look up is based on the Match On values for Equipment records.
Private
Data type is Boolean.
Default value is false.
Card Number
Data type is String.
Default value is blank.
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.
Eqp Condition
Default value is blank.
Allowed values are from the EQP_CONDITION List Type values.
Common values are: New, Used, and Refurbished but may vary for your organization.
Host Name
Data type is String.
Default value is blank.
IPv4 Address
Data type is String.
Default value is blank.
IPv4 Gateway
Data type is String.
Default value is blank.
IPv4 Gateway Address
Data type is String.
Default value is blank.
IPv4 Subnet Mask
Data type is String.
Default value is blank.
IPv6 Address
Data type is String.
Default value is blank.
IPv6 Gateway
Data type is String.
Default value is blank.
IPv6 Gateway Address
Data type is String.
Default value is blank.
IPv6 Subnet Mask
Data type is String.
Default value is blank.
LAN Name
Data type is String.
Default value is blank.
MAC Address
Data type is String.
Default value is blank.
Billed Date
Data type is String.
Default value is blank.
Ordered Date
Data type is String.
Default value is blank.
Received Date
Data type is String.
Default value is blank.
Warranty End Date
Data type is String.
Default value is blank.
Purchase Price
Data type is String.
Default value is blank.
Parent Equipment
Data type is String.
Default value is blank.
The value must be a unique Equipment ID if provided.
Serial Number
Data type is String.
Default value is blank.
Serial Number Barcode
Data type is String.
Default value is blank.
Use DHCP
Data type is Boolean.
Default value is false.
Child Records
GLA
Expense GLA
Conditionally Required if the Equipment Status is Assigned and the Billable flag is set to True.
Datatype is String.
Locations
Location
Conditionally Required if the Equipment Catalog is doing an INSERT.
Datatype is String.
Location Type
Conditionally Required if the provided Location Name exists with multiple Types.
Datatype is String.
Used for the Location lookup if provided.
Permitted values are from List Values of type LOCATION_TYPE: Site, Building, Floor, Room, Cube, Truck, Closet, Rack, Elevation, Manhole, or Warehouse.
User entered values to the LOCATION_TYPE list may also be used.
Errors
These errors display if the record save fails:
- Error : Trying to use Inactive Charge Catalog <PART_NUMBER>
- Error : Missing or Invalid Units, and Charge Catalog specifies Units are required
- Error : Missing or blank Location and Charge Catalog specifies Location is required
- Error : Invalid Part Number '<PART_NUMBER>'
- Error : Missing Part Number
- Error : Invalid Location '<LOCATION>'
- Error : Invalid Location Type '<LOCATION_TYPE>'
- Error : Found multiple existing Equipment for Equipment ID '
- Error : Missing Status for new Equipment'
- Error : Equipment status is Unassigned but Location '<LOCATION>' is not a Warehouse
- Error : Invalid Contact '<CUSTOMER_NUMBER>'
- Error : Invalid Dept Hierarchy Name '<DEPT_HIERARCHY_NAME>'
- Error : Invalid Dept Hierarchy Code '<DEPT_HIERARCHY_CODE>'
- Error : Invalid Parent Equipment ID '<PARENT_EQUIPMENT>'
- Error : Failed to save Equipment record <errorMessage>
Notes
- 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
User Defined fields on any given Import are all handled the same way with Conditional Logic.
For more information about adding a UDF to the Import, see the User Defined Fields section of the Imports main page.