Importing Assets from a Excel Spreadsheet

Table of Contents

Overview

PCX allows you to create Instrument, Test Standard, Loop, and Equipment records from a predefined Microsoft Excel file.

 

How to Import Assets in PCX

  1. Select the '+ New' button from the main menu and select 'Import Assets'. 
  2. A dialog window will appear where you can download the 'Asset Import Template' file from clicking the download icon.
  3. The spreadsheet contains 11 fields that will map to a new PCX asset record.  Please see 'Source File Definition' below for more information.
  4. Once you populate the Excel spreadsheet you will select 'Choose File' and navigate to the updated sheet.  Once the file is populated under the 'Title' section, you can select the 'Upload' button.
  5. You will notice after selecting the 'Upload' button that there is an option to 'Continue in Background'.  This allows you to continue to the use he system while the records upload.
  6. After the file uploads, you will return to the main view and get a green success banner stating 'Successfully uploaded <count> assets'.  
  7. If the upload fails for whatever reason, you receive a green banner stating 'Successfully uploaded <NUM> Assets but <NUM> failed.  Review the downloaded sheet for explanation'.  You will also notice a 'AssetsImportTemp(1).xlsx' will automatically download to the browser.  This will show any problems with the spreadsheet.

Source File Definition

 

Name Description
Asset Type (Required) The type of PCX asset.  This must be Instrument, Test Standard, Loop, or Equipment.
Asset ID (Required) The unique ID of the asset.
Name (Required) The name of the asset.
Next Calibration Date The next scheduled calibration date for the asset.  This value must be in mm/dd/yyyy format.
Frequency The frequency of the calibration schedule.  This value must exist in the PCX tenant.
Manufacturer The manufacturer of the PCX asset.  If the value does not exist in PCX, it will be created.
Model The model number of the PCX asset.
Serial The serial number of the PCX asset.  
Physical Location The physical location of the PCX asset.  If the value does not exist in PCX, it will create the top level location.
Department The department of the PCX asset.  If the value does not exist in PCX, it will be created.
Classification The classification of the PCX asset.  If the value does not exist in PCX, it will be created.

 

Common Errors

Error Message Resolution
Requested value '<ASSET_ID>' was not found. Missing 'Asset Type' and 'Name' fields.
Asset name is required.   Missing 'Name' field.
An asset with this identifier already exists. The Asset ID must be unique.
Asset identifier is required. Missing 'Asset ID' field.
Requested value 'TestInstrument' was not found. Asset Type was entered as 'Test Instrument' instead of 'Test Standard'.
Invalid Frequency. Frequency value does not exist in the PCX tenant.

FAQ

 

Can I reorder the columns in the spreadsheet?

Yes, that is feasible.

 

Can I remove any columns in the spreadsheet?

No, not at this time.

 

Can I relabel the columns in the spreadsheet?

No, not at this time.

 

Can I add a list of values in one column?

Yes, the 'classifications' field will accept multiple values separated by a semicolon.

 

Example: GMP Critical; Non-Critical

 

Can I use formulas in the spreadsheet?

No, not at this time.

 

Can I run this in 'Test Mode' or 'undo'?

No, not at this time.

 

Can I import across multiple OUs at one time?

No, not at this time.  It will import into the current site you are connected to.

 

Can I add Loop components?

No, not at this time.

 

 
 
Was this article helpful?
0 out of 0 found this helpful

Articles in this section

2023 Client Training Schedule
See the full list of web training events scheduled for 2023. Watch completed training sessions or register for upcoming events.