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Initial Setup for Data Administrators

This guide covers the data and organizational structure you need to set up before your team begins tracking assets day-to-day.

Selection Fields​

Set up the dropdown options that appear throughout the system — things like asset conditions, departments, and status values.

Navigate to Admin > Selection Fields to create standardized choices for your organization. Consistent selection fields make filtering and reporting more reliable.

Locations​

Assets are assigned to locations. Build your location hierarchy under Admin > Locations:

  • Create top-level locations for major sites (buildings, campuses, warehouses).
  • Add sub-locations for specific areas (floors, rooms, storage closets).

A well-structured location tree makes it easy to find assets and run location-based reports.

Asset Categories​

Organize your inventory into categories under Admin > Asset Categories. Categories help with filtering, reporting, and applying category-specific custom fields.

Common examples:

  • IT Equipment
  • Furniture
  • Vehicles
  • Tools & Machinery

Import Existing Assets​

If you have an existing inventory, bulk-import it instead of entering records one by one.

Navigate to Admin > Import and follow these steps:

  1. Download the CSV template.
  2. Fill in your asset data — name, category, location, barcode, and any custom fields.
  3. Upload the completed file.
  4. Review the import preview — the system validates your data and flags any issues.
  5. Confirm the import.
Start small

If you have a large inventory, consider importing one category at a time. This makes it easier to verify the data and catch formatting issues early.

You're ready. With locations, categories, and assets in place, your team can start tracking. Explore the rest of the documentation for day-to-day workflows, reporting, and advanced features.