CSV File Import

CSV Import

1. to start the import you have to open the Current Assets Workspace first
2. click on the Import Button above the Asset List to import a .CSV file
3. if the software does not recognize the .CSV file by its structure, the profile will be marked as “Unknown Profile”
4. in order to create a new profile for this type of .CSV file, you have to click on the Add Button
5. enter a name for the profile and click on “Ok”
6. open the Advanced Profile Options to check the general information about this .CSV file
   1. CSV - Format
      • Delimiter - the delimeter 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 there are
   2. Cell - Format
      • Date - the date fromat describes how dates are structured in 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
7. As soon as these settings are correct, click on the Save Button and "OK" to proceed.
8. In the column allocation you can see in the first column the header of the .CSV file. In the second column you can see the Asset Property of which will be used for the import
9. Based on the name of the columns in the .CSV file, the software might recognize columns and propose them in the list.
   • How to match my .CSV columns to Properties? Download the specification with three possible types of a .CSV file: Last Meter Reading, Two Meter Readings or Monthly Volumes
10. For the remaining columns you have to allocate those to the correct asset properties.
11. Once done, click again on the Save Button and on "OK" to start the import.
12. 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.
13. 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
14. For more information about reassgin etc. please check the Quickguide