Mandatory fields in the bulk import spreadsheets

  • Release version: Yokohama
  • Updated January 30, 2025
  • 4 minutes to read

    • A list of the mandatory fields in the model, asset, and model and asset templates for bulk import in the Enterprise Asset Workspace.

    Mandatory fields for model template

    Field/column Mandatory for creating models Mandatory for updating models
    Index
    Note:
    Representing the row number can be used to identify a specific row. However, you need to fill this in manually.
    		 Yes Yes
    Manufacturer Yes Yes
    Model Name Yes Yes
    Model Number Yes Yes
    Model category Yes Yes
    Model type Yes Yes
    Parent model manufacturer Yes
    Note:
    Not applicable for single models.
    		 No
    Parent model name Yes
    Note:
    Not applicable for single models.
    		 No
    Parent model number Yes
    Note:
    Not applicable for single models.
    		 No
    Component number Yes
    Note:
    Not applicable for single models.
    		 No
    Component quantity Yes
    Note:
    Not applicable for single models.
    		 No
    Required Yes
    Note:
    Not applicable for single models.
    		 No
    Hot swappable Yes
    Note:
    Not applicable for single models.
    		 No
    Repairable Yes
    Note:
    Not applicable for single models.
    		 No

    Mandatory fields for asset template

    Field/column Mandatory for creating assets Mandatory for updating assets
    Index
    Note:
    Representing the row number can be used to identify a specific row. However, you need to fill this in manually.
    		 Yes Yes
    Manufacturer Yes Yes
    Model Yes Yes
    Model Name Yes Yes
    Model Number Yes Yes
    Parent model manufacturer Yes
    Note:
    Not applicable for single assets.
    		 Yes
    Parent model name Yes
    Note:
    Not applicable for single assets.
    		 Yes
    Parent model number Yes
    Note:
    Not applicable for single assets.
    		 Yes
    Component number Yes
    Note:
    Not applicable for single assets.
    		 Yes
    Asset Tag Yes Yes
    Serial Number Yes No
    MAC Address Yes No
    Parent asset Conditional
    Note:
    Required for child assets when parent model information is provided.
    		 Conditional
    Note:
    Required for child assets when parent model information is provided.
    Quantity Conditional
    Note:
    Required for consumable assets (positive number).
    		 No
    Note:
    Consumable assets cannot be updated.
    State Yes No
    Sub state Yes No
    Stockroom Conditional
    Note:
    Required for In stock and Build states.
    		 Conditional
    Note:
    Required for In stock and Build states.
    Location Conditional
    Note:
    Required for In stock, In use, and Build states.
    		 Conditional
    Note:
    Required for In stock, In use, and Build states.
    Install status Yes Yes
    Substatus Conditional
    Note:
    Required for In stock state only.
    		 Conditional
    Note:
    Required for In stock state only.
    Component ID Conditional
    Note:
    Required for child assets when applicable.
    		 No
    OT entity Conditional
    Note:
    Required as true for hardware models when the OT Asset Management application is activated.
    		 Conditional
    Note:
    Required as true for hardware models when the OT Asset Management application is activated.

    Mandatory fields for model and asset template

    Field/column Mandatory for creating models and assets Mandatory for updating models and assets
    Index
    Note:
    Representing the row number can be used to identify a specific row. However, you need to fill this in manually.
    		 Yes Yes
    Manufacturer Yes Yes
    Model Name Yes Yes
    Model Number Yes Yes
    Model category Yes Yes
    Model type Yes Yes
    Parent model manufacturer Yes
    Note:
    Not applicable for single models and single assets.
    		 Yes
    Parent model name Yes
    Note:
    Not applicable for single models and single assets.
    		 Yes
    Parent model number Yes
    Note:
    Not applicable for single models and single assets.
    		 Yes
    Component number Yes
    Note:
    Not applicable for single models and single assets.
    		 No
    Component quantity Yes
    Note:
    Not applicable for single models and single assets.
    		 No
    Required Yes
    Note:
    Not applicable for single models and single assets.
    		 No
    Hot swappable Yes
    Note:
    Not applicable for single models and single assets.
    		 No
    Repairable Yes
    Note:
    Not applicable for single models and single assets.
    		 No
    Asset Tag Yes Yes
    Serial Number Yes No
    MAC Address Yes No
    Parent asset Yes
    Note:
    Not applicable for single models and single assets.
    		 No
    Quantity Yes No
    State Yes No
    Sub state Yes No
    Stockroom Conditional
    Note:
    Required for In stock and Build states.
    		 Conditional
    Note:
    Required for In stock and Build states.
    Location Conditional
    Note:
    Required for In stock, In use, and Build states.
    		 Conditional
    Note:
    Required for In stock, In use, and Build states.

    Unit of measurement fields

    Field/column Mandatory for creating models Mandatory for updating models
    Dimensions Unit Conditional
    Note:
    Required if length, width, height, or depth is provided.
    		 Conditional
    Note:
    Required if length, width, height, or depth is provided.
    Weight Unit Conditional
    Note:
    Required if the weight_decimal value is provided.
    		 Conditional
    Note:
    Required if the weight_decimal value is provided.
    Volume Unit Conditional
    Note:
    Required if the volume is provided.
    		 Conditional
    Note:
    Required if the volume is provided.
    Current Unit Conditional
    Note:
    Required if the value is provided for Current.
    		 Conditional
    Note:
    Required if the value is provided for Current.
    Power Unit Conditional
    Note:
    Required if the rated_power value is provided.
    		 Conditional
    Note:
    Required if rated_power is provided.
    Voltage Unit Conditional
    Note:
    Required if the voltage value is provided.
    		 Conditional
    Note:
    Required if voltage is provided.
    Cooling Unit Conditional
    Note:
    Required if the cooling value is provided (Enterprise models only).
    		 Conditional
    Note:
    Required if the cooling value is provided (Enterprise models only).
    Pressure Unit Conditional
    Note:
    Required if the pressure value is provided (Enterprise models only).
    		 Conditional
    Note:
    Required if the pressure value is provided (Enterprise models only).
    Temperature Unit Conditional
    Note:
    Required if the temperature value is provided (Enterprise models only).
    		 Conditional
    Note:
    Required if the temperature value is provided (Enterprise models only).

    Reference fields validation

    The values entered in the following columns should exist in the database:
    • PO Number
    • Assigned To
    • Department
    • Company
    • Cost Center
    • Asset Depreciation
    • Aisle Space Location