.CSV Import

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To start the import, open the “Current Asset” workspace
Click on the “Import Button” above the Asset List to start import of .CSV file
If the software does not recognize the .CSV file from a previous upload, the profile will be marked as “User – NEW IMPORT”
We recommend to create an import profile for recurring imports of the same type. In order to do so click on the “Add Button”
Enter a name for the profile and click on “OK” (screen shot 1)

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Adjust the “CSV File Format” in the “Setting” Tab accordingly

CSV – Format

Delimiter – the delimiter who separates the columns
Qualifier – the qualifier for text within the .CSV file
Head Line Index – which row number is the headline
No. Footer Rows – how many footer rows is the head line

Cell – Format

Date – the date format describes how dates are structured within the .CSV file (by default: Day/Month/Year (DMY))
Decimal Separator – which character is being used as decimal delimiter
Thousand Separator – which character is being used as thousand delimiter

Open the “Allocation” Tab (screen shot 2)

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In the “CSV Column” displays the individual column headers of your .CSV file. In the second column you can see the “Asset Property” of SalesDrive which will be used for the import.

Based on the name of the columns in the .CSV file, the software might recognize columns and propose them in the list (screen shot 3)

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Allocate the remaining columns with the correct asset properties. (screen shot 4) For further information to allocation, please see below.

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Click on the “Save Button” to save your changes to the import profile
During the import the software will go through each line of the .CSV file and search in the database for the correct assets and then add the linked information to the asset.
After the import is completed the List View will automatically change to “Import Checking”. Here you can see how your imported assets were matched up with the assets in our database. The results are displayed in a traffic light view (screen shot 5). Double check the assets in the 40%-70% and 0%-40% groups to make sure the assets were matched up correctly. Reassign assets as needed.

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If you import a .CSV file with the same structure, the software will automatically recognize your new profile so you can click two times on “OK” to start the import

SPECIFICATION FOR IMPORT

CSV Column Name	Excepted Data Description	Assigned to the bizDRIVE property by default	Matching Id	Might be assigned to another bizDRIVE property manually
Make & Model	Model name including the manufacturer name and model. E.g. "Konica Minolta 240f", "Kyocera FS-1000", "HP Laserjet 5"	Identity - Make/Model		This column might be split to two columns: [Make] and [Model] (in case if you have these information in the different columns)
Device Number	Unique device ID within a same customer / project. E.g. Own Consecutive Number like "003"	Identity - Own Id
Serial Number	Unique S/N of a device. E.g. "A2IX021003456"	Allocation - Serial Number	A	Remove matching Id if you have rows with the same placeholder S/N like "Not Available Serial Number". Otherwise these devices would be merged.
MAC Address	MAC Address with 6 hex blocks. E.g. "00-21-5B-5C-61-44" If the length of the Mac is > 17 then last signs will be erased.	Allocation - Mac Address	B	Remove matching Id if you have rows with the same placeholder S/N like "Not Available Serial Number". Otherwise these devices would be merged.
IP Address	IPv4 address like "192.168.10.135"	Allocation - Ip Address		Use the matching id Prio C if you are sure that all Ip addresses are unique and you don't have Ip addresses like "0.0.0.0" in the list.
Counter Snapshot Date	The date of the counter reading. E.g. "6/26/2014" (MDY) (Use only digits for months to avoid translation problems!)	Meter Reading (1) - Snapshot date
Total Volume Counter as A4	The total engine count (mono + color), because some devices providing only one "Engine Counter". This total counter includes A4 (1x), A5 (1x) and A3 (2x). This total counter includes also Prints, Copies and received (printed) Faxes. (In most cases it is just A4 prints)			Link to Meter Reading (1) - Meter Total if you have devices with no spitted (mono / color) counter.
Total Mono Volume Counter as A4	The total mono volumes A4 (1x), A5 (1x) and A3 (2x). This counter includes also Prints, Copies and received (printed) Faxes. (In most cases it is just A4 prints)	Meter Reading (1) - Meter Mono (A4)
Total Color Volume Counter as A4	The total color volumes A4 (1x), A5 (1x) and A3 (2x). This counter includes also Prints and Copies. (In most cases it is just A4 prints)	Meter Reading (1) - Meter Color (A4)
A4 Prints -Mono Volume Counter	This includes mono prints as well as the printed faxes (real A4 format)			Link to Meter Reading (1) - Meter Prints mono A4 if you intend to use more detailed split of the volumes.
A4 Prints -Color Volume Counter	This includes only color prints (real A4 format)			Link to Meter Reading (1) - Meter Prints color A4 if you intend to use more detailed split of the volumes.
A3 Prints -Mono Volume Counter	This includes only mono prints (A3 format)			Link to Meter Reading (1) - Meter Prints mono A3 if you intend to use more detailed split of the volumes.
A3 Prints -Color Volume Counter	This includes only color prints (A3 format)			Link to Meter Reading (1) - Meter Prints color A3 if you intend to use more detailed split of the volumes.
A4 Copies -Mono Volume Counter	This includes only mono copies (real A4 format)			Link to Meter Reading (1) - Meter copies mono A4 if you intend to use more detailed split of the volumes.
A4 Copies -Color Volume Counter	This includes only color copies (real A4 format)			Link to Meter Reading (1) - Meter copies color A4 if you intend to use more detailed split of the volumes.
A3 Copies -Mono Volume Counter	This includes only mono copies (A3 format)			Link to Meter Reading (1) - Meter copies mono A3 if you intend to use more detailed split of the volumes.
A3 Copies -Color Volume Counter	This includes only color copies (A3 format)			Link to Meter Reading (1) - Meter copies color A3 if you intend to use more detailed split of the volumes.
A4 Scans -Mono Volume Counter	This includes mono scans (real A4 format) as well as the sent faxes			Link to Meter Reading (1) - Meter scans mono A4 if you intend to use more detailed split of the volumes.
A4 Scans -Color Volume Counter	This includes only color scans (real A4 format)			Link to Meter Reading (1) - Meter scans color A4 if you intend to use more detailed split of the volumes.
A4 Scans -Color Volume Counter	This includes only color scans (real A4 format)			Link to Meter Reading (1) - Meter scans color A4 if you intend to use more detailed split of the volumes.
A3 Scans -Mono Volume Counter	This includes only mono scans (A3 format)			Link to Meter Reading (1) - Meter scans mono A3 if you intend to use more detailed split of the volumes.
A3 Scans -Color Volume Counter	This includes only color scans (A3 format)			Link to Meter Reading (1) - Meter scans color A3 if you intend to use more detailed split of the volumes.
Sent Faxes Counter	This includes only sent (scanned) faxes in A4 format			Link to Meter Reading (1) - Meter sent faxes if you intend to use more detailed split of the volumes.
Received Faxes Counter	This includes only received (printed) faxes in A4 format			Link to Meter Reading (1) - Meter received faxes if you intend to use more detailed split of the volumes.
Duplex Counter	Format independent duplex counter (number of pages printed using duplex)			Link to Meter Reading (1) - Meter duplex if you intend to use duplex information
Info about Location	This might be a location (city) or building (street) or floor (e.g. ground floor) or room (e.g. Sales Office) or full description about the position of the device.	Remarks - Remarks		Might be linked to: Structure - Location or Building or Floor or Room Structure - Department or Cost Centre Allocation - One of the own allocation fields