When getting ready to upload your Assets to the Reserve, you will need to first install the Data Management Utility and download an "ADD_LOCATIONS" template.
Once you open the blank template, certain fields are required to be able to successfully upload the template. Please note, some fields may be optional, however your organization might need to utilize them. An example of this would be the Description column. This is an optional field, but may be required to include an Asset description in your organization's use case.
Please find a downloadable copy of an example template with highlights on the required fields.*
*Please note, this file is not unloadable as the DMU will only accept .CSV files.
Required fields in the ADD_LOCATIONS template are as follows:
-
Location Name
- The name of the Location where the Assets will reside.
-
Street Address 1
- Address of the location.
- This address must be a valid address in Google Maps
-
Street Address 2
- Additional address of the location.
- This address must be a valid address in Google Maps
- City
- State/Province
- Postal Code
- Country
-
Type
- The type of Location
- Must match available options in Reserve. Example: Business
-
{Floor Name, Display Order, Status}
- Must follow a specific format
- Use the following format: {{`1st Floor`, `1`, `Active`}, {`2nd Floor`, `2`, `Active`}}
-
Prevent Auto Bump on Closed Days
- TRUE or FALSE
- Best practice: TRUE
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