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Checkout Assets with Import

Checking Out Assets With Spreadsheet Import

1) Create a spreadsheet with two columns: Asset Tag and Username. Associate each asset tag number with the username you would like the asset checked out to. Note: Username must be spelled exactly as it is spelled in your K12 Asset Pro account. Be sure to save this file in a .CSV format.

2) On the left side navigation menu hover over Import and select “Import Assets”. Then click on the “Select File” button to the the CSV file you have created.

3) Click the blue button with the arrows.

4) Under the Import Type dropdown select “Assets”. Be sure to check the box for Update Existing Values. Your fields for Asset Tag and Username should automatically be mapped in the dropdown menus, but if not, ensure the correct value is selected from the dropdown. Then click “Import.”

5) You will be redirected to the Import History page. When the import is complete the status will show “Uploaded.” Your assets will now be assigned to the desired users!

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