Assets CSV files

Understand the correct structure for a CSV file that contains asset data.

The Enterprise Service MXASSETInterface is used by default to import Assets through the Data loading application. More information about MXASSETInterface can be found in the Enterprise Services application. To view this application, select Integration > Enterprise Services. Filter the Enterprise Service field by MXASSETInterface and then select MXASSETInterface. Useful information about the structure of the asset data to be imported can be found in the Object Structure field and Object Structure Sub-Records section.

For each asset record (parent object), you can import multiple meters, specifications and user/custodian (ASSETMETER, ASSETSPEC, ASSETUSERCUST children objects). To do so, duplicate the data row related to the asset and add the data under the child object columns. More details about the objects can be found in the Database Configuration application. Select Open Menu > System Configuration > Platform Configuration > Database Configuration, filter by the object name, then click the Attributes tab.

You can use a spreadsheet program such as Microsoft Excel to create or edit your CSV file.

Table 1. Basic structure for a CSV file to import assets. Basic structure for a CSV file to import assets
Attribute 1	Attribute 2	Attribute 3	Attribute 4
`SRM_SaaS_ES`	`MXASSETInterface` `MXASSET-Interface`	Use `AddChange` by default. `Add` and `Change` are also supported.	`EN`
Asset attribute 1	Asset attribute 2	Asset attribute 3	Asset attribute 4...
Data for asset attribute 1	Data for asset attribute 2	Data for asset attribute 3	Data for asset attribute 4

Note: Hyphens are used in the table text to enable text wrapping. Do not use these hyphens in your data.

A CSV file for assets might look like the following example:

SRM_SaaS_ES,MXASSETInterface,AddChange,EN
ITEMNUM,ASSETNUM,AS_SITEID,BINNUM,CHANGEBY,CHANGEDATE
FA065,100261,EAST,2A,ASMITH,5/1/2010
EA155,100262,WEST,7E,FPEREZ,4/2/2007
FA713,100263,WEST,7A,CPARK,12/5/2008

Table 2. Asset attributes you can use in the CSV file. Asset attributes you can use in the CSV file
Attribute	Description
ASSETNUM	Asset number.
AS_DESCRIPTION	Describes the asset.
ASSETTYPE	The predefined type of this asset.
AS_SITEID	Site identifier.
MOVED	Flag that indicates whether the asset is active or moved.
STATUS	The status of the asset.
PARENT	Parent asset number.
MAINTHIERCHY	Maintain hierarchy.
LOCATION	Asset location.
BINNUM	Bin number (rotable asset).
ITEMNUM	Inventory item number.
CONDITIONCODE	The item condition of the asset.
GROUPNAME	All meters belonging to this asset's meter group are automatically associated with this Asset in the AssetMeter object. Additions to the meter group may also be added to this Asset's AssetMeters.
USAGE	Usage.
CALNUM	Calendar code.
SHIFTNUM	Shift of the calendar.
PRIORITY	Asset Priority. Copied to Work Order when entered.
SERIALNUM	Asset serial number.
FAILURECODE	Indicates top-level failure hierarchy.
ITEMTYPE	Item type.
TOOLRATE	Tool rate.
VENDOR	Manufacturer-vendor code.
NAME	Name or description of the company, or both.
MANUFACTURER	Manufacturer number.
INSTALLDATE	Installation date.
PURCHASEPRICE	Purchase price.
REPLACECOST	Replacement cost.
PONUM	PO associated with move.
TOTALCOST	Total cost.
YTDCOST	Year-to-date cost.
BUDGETCOST	Budgeted cost of work for the year.
INVCOST	Cost on work order or purchase order line items flagged as CHARGESTORE.
ISRUNNING	Asset status (running-not running)
STATUSDATE	Asset status date.
TOTDOWNTIME	Total downtime.
CHANGEBY	Last modified by.
CHANGEDATE	Last modified date.
TLOAMDISPCHARGE	Indicates any charge or fee required to dispose of the IT Asset at end of life.
TLOAMDISPDATE	The date an IT Asset was disposed or reached end of life.
TLOAMDISPRECIPIENT	Indicates the person or organization who took possession of the IT Asset at the end of life.
TLOAMDISPREMARK	Remarks or comments regarding the disposal of the IT Asset.
TLOAMDISPREQ	The disposal request identifier which was used during the end of life process for IT Asset disposal. This attribute can be used to identify the approved request used to initiate the disposal of the IT Assets.
TLOAMDISPTYPE	Indicates how the IT Asset was disposed or decommissioned.
TLOAMDISPVALUE	Indicates any dollar value recovered for the IT Asset at end of life.
TLOAMHASH	The unique ID which is used to identify a partition from a discovery perspective. This field can be used by reconciliation to link and audit authorized partitions.
TLOAMLICENSECOMPLIANCE	License Compliance
TLOAMNEWGLACCOUNT	Move to GL Account
TLOAMPARTITION	Is this asset a partition?
TLOAMREFRESHCYCLE	Referenced from the associated Item after creation of the IT Asset.
TLOAMREFRESHDATE	The date an IT Asset qualifies for technology refresh. This date is automatically generated by taking the date the Asset was created and adding the number of months indicated in the related item's refresh cycle (in months) attribute. For example if the refresh cycle of the item was 36, on creation of the asset the Qualified refresh date would be set three years in advance of the asset creation date.
TLOAMREFRESHPLANDATE	Set during the technology refresh process and indicates the date on which the IT Asset is planned for technology refresh.
TLOAMREFRESHREMARKS	Remarks or comments regarding the refresh of the IT Asset.
TLOAMREFRESHSTATUS	Indicates the refresh status of the IT Asset. This attribute is set during the technology refresh cycle process and can be used for reporting during various stages in the process.