Customers, sites and equipment
Add your customers and the sites you service, then bring in your equipment list from Excel.
Add a customer
Open Customers and sites → Add customer. Enter the name (required), contact person, phone, email, GSTIN and address, then click Save. Each customer row has an Add site button for each location you service.
Import equipment from Excel
Open Equipment → Import from Excel and choose an .xlsx, .xls or .csv file whose first row holds the column names.
Map your columns. The app matches columns it recognises (a column named Brand is matched to Make, for example). For any column it can't match, pick it from the list yourself. Make and Serial number are required.
Click Import rows. You'll see how many rows were imported. Rows whose customer or site doesn't match an existing record are still imported, without a site link, and listed with their Excel row number and the reason. Find them on the Equipment page with the Not linked to a site filter.
45617.0001). The imported records get the right dates.Need a sample file? Equipment → Download demo Excel builds one from your customers and sites.
Troubleshooting
An imported unit shows “Not linked to a site”. The customer or site name in your file didn't match an existing record. Open Equipment and filter Not linked to a site to find these units.