Assets can be added individually, or uploaded in bulk using the Asset Importer.
Click here to skip ahead to:
Add Asset - Individually
Go to FleetAdmin
'Add Assets'
Fill out the necessary fields.
The following fields are mandatory:
Unit ID - These are customisable to suit your requirements
Asset Type - Choose from the dropdown list - If the required Asset Type is not in the list, please get in touch via support@tfosoftware.com for it to be added.
Asset Sub-Type - Choose from the dropdown list - If required Asset Sub Type is not on the list, click on Subtype not listed under the field box to create new.
Make - Choose from the dropdown list - If the required Make is not in the list, please get in touch via support@tfosoftware.com for it to be added.
Model - Choose from the dropdown list - If required Model is not on the list, click on Model not listed under the field box to create new
Description - The description will auto-populate based on above selections. This description can be changed.
All other fields are optional
Click Save
Add Assets - Asset Importer
Go to FleetAdmin
Add Assets
Scroll to Asset Importer
Click on the Download Importer Template
Click on Show Help Tips & Data Checking Tools to list requirements for each field
Mandatory fields are: Unit ID - Asset Type - Asset Sub-Type - Make - Model - Description
Choose the Asset Type & Makes already listed in the dropdown list. If your Asset Type or Model is not listed, please email support@tfosoftware.com and we will add this in
All other columns are optional
Once you have completed entering data, save the template
On the Add New Asset page, drag your file into the upload section or click to select the file to upload
Checking Your Data Before Importing
Before importing assets into TFO Software, we recommend reviewing your import file carefully to ensure the information is accurate and formatted correctly. Taking a few minutes to check your data before completing the import can help prevent incorrect asset information from being created and reduce the need for corrections afterwards.
Before proceeding with your import:
Review the data in your import file and confirm the asset information is correct.
Check that required fields contain information and that there are no unexpected blank values.
Confirm that the information in each column matches the field you intend to import it into.
Review asset names, registration details and other identifying information for spelling or data-entry errors.
Check any dates, numbers and other formatted values to ensure they are consistent throughout the file.
During the import process, carefully review your field mappings before completing the import.
If you notice incorrect information, update your import file before proceeding.
Tip: Checking a small sample of records throughout your file can help identify formatting or data issues before you import a larger number of assets.
Import Failed - Fixing Errors
If there are errors in the data the system will display what and where the error is in the Template.
Please note: None of the Assets on the Template will be added to the system while there are errors.
Work through the list of errors in Template
The Error Box will list each row/ column that information needs amending
Save Template
Click on Retry Template
You will receive a message with the number of Assets successfully imported
Important: If the importer is not uploading template. Sometimes this indicates the template is broken. Copy your data into a new importer template and attempt upload again.