How to Mass Import Equipment in Ontraccr

📥 Mass Importing Equipment

📘 Overview

If your company has an existing equipment inventory stored externally (e.g. in a spreadsheet), Ontraccr allows for mass importing of equipment records into the platform. This is especially useful for onboarding or setting up a new account with a large number of assets.

🚫 There is no in-app bulk upload tool. All mass imports are handled by the Customer Success Team.

🧑‍💼 How to Request a Mass Import

To initiate a mass import:

Contact the Ontraccr Customer Success Team.

Ask for the equipment import spreadsheet template.

Fill in the template with your equipment data.

Common fields you may be asked to populate include:

Equipment Name
ID (optional)
Division
Type
Status
Labels
Assigned User
Cost Codes
Hourly/Daily Costs and Billing Rates
QR Code Value
Etc.

Once complete, return the spreadsheet to the Customer Success Team.

They will perform the upload on your behalf.

🧠 Tips

Double-check formatting: Make sure fields like dates, divisions, and type names match your Ontraccr configuration.
Include all mandatory fields: At minimum, each row must include Name, Division, and Status values.
Custom types or statuses: If you're using non-default values, ensure they are already created in Ontraccr (or request help setting them up before the import).

🔄 Editing After Import

Once the upload is complete: