Bulk Import: Equipment

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Paul Schneider
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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.

 

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

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

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