How to Bulk Upload Assets - Owned, Rentals, or Consumables (Desktop)
Power Users and anyone with the "Add Asset" permission can bulk upload your entire asset inventory, or a subset of your inventory into Tenna. This can be done for either Owned Assets, Rented Assets, or Consumables.
NOTE:
Bulk uploads can only be done on a desktop, not in the Tenna App.
Pro Tip:
Lean on your resources to gather your asset data! A thorough job up front will set you up for success.
IT - Provide a data dump from your ERP, Maintenance Program, Fleet System, or other systems.
Vista Users - Tenna has a SQL query that you can run to export key fields from the Vista Equipment Master, EMEM.
Finance/Accounting - Asset cost related data fields.
- 1
- Select "Assets" from the left-hand navigation.
- 2
- Select "Create Asset" on the top right.
Alternatively, you may select "Asset" from the "Create" dropdown menu on the top navigation on any page.
- 3
- Select "Bulk Upload".
- 4
- Select "Owned (Standard Assets)", "Owned (Consumables)", or "Rental".
NOTE:
The templates are different for each, so these asset types will be bulk-uploaded separately.
- 5
- Click the link to download the appropriate Bulk Upload Template and open in Excel.
Enter your asset information carefully including all required fields as indicated by the *asterisk and as noted in Tenna's help resources.
Pro Tip:
Save your bulk upload template as an .xls file while you are populating it. Remember that in a .csv file, you cannot save formatting. When you are finished populating the template, remember to save a final .csv for your upload.
- 6
- Once complete, drag and drop your .csv file or click "Select a File to Upload".
You may navigate off the page during this process. When you return, the progress of the upload will be shown until it is complete.
- 7
- Review upload successes and/or failures.
If all assets were created successfully without error, you may navigate to the asset list via the left navigation.
- 8
- If any assets failed the upload, download the revision template.
This template lists only the failed assets and a reason in the first column. Use this template to fix any issues as indicated.
- 9
- After fixing all issues, click "Upload File".
Repeat this process until all assets are successfully added to the system.
- 10
- Select "Assets" on the left-side navigation to see your asset list.
NOTE: If you want to perform a "bulk edit" to your assets, reach out to Customer Support via [email protected] or call 888.836.6269.