Guide to Importing Asset Items & Lots

Recycly is very flexible when it comes to data imports, but it can make it challenging when doing your first ones to get everything right.

Matching up Asset Types

The first thing you'll need to check is that all Asset Types in your data exist in Recycly

In the above example, we do not have an asset type for "AIO (All-In-One PC)".

This quickest way to resolve this will be to duplicate another, similar asset type and then customise it.

Matching up Storage Types

As per Asset Types, you'll also need to make sure the Storage Types defined in the data exist in Recycly

As for Asset Types, if you have any storage types not listed, you can duplicate an existing one to create it.

Matching up Manufacturers and Models

It is possible for Recycly to automatically create Manufacturers and Model Numbers as part of the import.

To do this, after using the "Test" button to test the import, you will see messages like the below

You can select the "Create New Values" option, as above, to tell Recycly to automatically create the model numbers.

IMPORTANT: You should check the quality of the data your are importing before using the "Create New Values" option, to make sure you are not adding duplicate / incorrect / messy data into your system.

Importing a Mixture of Asset Types

If you need to import a mixture of asset types which have different attributes, for example Desktop PCs which have CPU + Storage details, vs Monitors, which don't, then it is best to split them into separate files.

You should split the items which don't have storage details, into another file, like the below