Bulk Import: Equipment

Format Information for Bulk Import

Before you can upload a spreadsheet of your users to Prism, it must be formatted based on the guidelines below. You'll also need to download the Equipment Bulk Import Template CSV file available via the modal when selecting Equipment.

Acceptable formats include CSV and XLS.

Navigate to My Equipments > Actions > Import. Then click "Download Equipment Template" to download an empty import template. 

 

Guidelines for Bulk Import

Field Name	Explanation	What’s Allowed	Example
Name (Required)	The name of the of equipment	No character limit.	Acme Compressor
Equipment Category (Required)	The category the equipment belongs to.	Must match an existing category Building Equipment Electrical Elevators & Lifts Fire & Life Safety Furniture Health & Wellness HVAC Kitchen Equipment Plumbing Security Other	Building Equipment
Equipment Asset Type (Required)	Sub category that the equipment belongs to.	You can select an existing Asset Type already entered into Prism or create a new one by defining it here.	Air Compressor
Property (Required)	The property name the equipment is located at or belongs to.	You must specify an existing property name as it appears in Prism.	75 State St.
External Key	This field can be set with an ID of your choosing. Use it in subsequent imports to update existing records. If the ID is empty then a new record will be created.	100 character limit, no spaces.	123456abcd
Internal ID	Unique Building Engines ID assigned to the piece of equipment. Use it in subsequent imports to update existing records.	The ID is available on equipment exports.	123456abcd
Floor	The floor the piece of equipment is located on.	You must specify the existing floor name as it appears in Prism.	RF
Suite	The suite name or number where the piece of equipment might be located in.	100 character limit, no spaces.	123456abcd
Specific Location	The specific location the piece of equipment may be in.	No character limit. The import will honor line breaks.	Across the hallway. 3rd door on the left.
Manufacturer	Name of the equipment manufacturer.	No character limit.	Acme Industries
Model	Model name or number of the piece of equipment	No character limit.	1234 Acme9000
Serial Number	Serial number of the piece of equipment.	No character limit.	123456abcd
Asset Tag	Asset tag of the piece of equipment.	No character limit.	123456abcd
Equipment Notes	Any additional notes you wish to specify for the equipment.	No character limit. The import will honor line breaks.	Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Safety Notes	Any safety notes you wish to specify for the equipment.	No character limit. The import will honor line breaks.	Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Known Issues or Limitations

 

Issue or Limitation	Comment
Do not save your spreadsheet as a CSV file if it contains lots of UTF-8 characters, such as the accented é in resumé. (Other examples of these "extended" characters include ñ, ü, superscripts, fractions, and currency symbols other than the U.S. dollar, such as the euro symbol €.) Instead, save your file as an XLS.	N/A