Import New Accessories

AssetLoom allows you to create new accessories in two ways:

• Bulk Import: Upload multiple accessories at once via CSV file.
• Manual Setup: Create accessories individually by filling out the Accessory Creation Form.

How to Import Accessories to AssetLoom

1. From the left-side menu, go to Resources > Accessories. This will open the Accessories page, where all accessories are listed.
2. On the top-left corner of the page, click the New Item dropdown, then select Import from the dropdown menu. This will initiate the bulk import process.

After selecting Import, the Import Data window appears, guiding you through the steps to prepare and validate your data for importing accessories into AssetLoom.

Step 1: Upload File

AssetLoom supports accessory import using a CSV file.

• Upload your file by either:
  • Dragging and dropping the CSV file into the upload area, or
  • Clicking the upload area to browse and select your file.
• If you do not have a prepared file, click Sample Template to download a reference template. Use this template to understand the required format and structure of the data before importing.

Learn about Data Validation Rules for Accessory Bulk Import ->

Step 2: Field Mapping

In this step, you map the columns from your CSV file to the corresponding fields in AssetLoom.

AssetLoom will attempt to automatically map columns based on matching names. Review these mappings and adjust them if necessary.

To map fields:

1. For each column in your CSV file, select the corresponding AssetLoom field.
2. Ensure all required fields are correctly mapped before proceeding.

To assign accessory during import, both of the following fields must be mapped:

• Checkout Type: Specifies the type of assignment target (Category, Quantity, or Location)
• Assigned To: Specifies the name of the assignment target (e.g., category, accessory name, or location name)

Step 3: Data Configuration

In this step, you will configure settings for the imported data. These configurations ensure that AssetLoom applies the correct format and rules to your data before it is processed.

Date Format

Click on the dropdown and select the date format to use for your data. This setting ensures that the dates in your CSV file are interpreted correctly by AssetLoom.

Available Format:

• YYYY-MM-DD (e.g., 2026-04-21)
• MM/DD/YYYY (e.g., 04/21/2026)
• DD/MM/YYYY (e.g., 21/04/2026)
• Month D(th), YYYY (e.g., April 21st, 2026)
• DD-MMM-YYYY (e.g., 21-Apr-2026)
• MM/DD/YY (e.g., 04/21/26)

Step 4: Review & Correct

In this step, you will review the accessories that were imported and correct any errors.

• Error Filtering: You can filter the list to view error or valid accessories. This allows you to focus on the accessories that need attention.

• Error Details: Hover over the error icon to view more details about why the accessory is marked as an error.

• Edit Values: To correct an error, simply double-click on the value in the cell to modify it. Once you’ve made the necessary changes, the accessory will be re-validated automatically.

After reviewing and correcting the errors, click Submit to proceed to the final step.

Learn about Common Errors During Import and How to Fix Them ->

Step 5: Import Results

After submitting the final version of your accessory data, AssetLoom will process the import. The duration will depend on the size of your file. You can close this window and check the status later.

Once the import is complete, you’ll be able to view the results immediately or in the Import Details section (refer to Step 1 for Last Import Results).

After a successful import, your accessory list will be updated.