How To: Add Users in Bulk in Asset Infinity

How To: Add Users in Bulk in Asset Infinity

In Asset Infinity, data pertaining to the users of a company can be uploaded in bulk. This is useful when your company has large number of users. This also saves us from the hassle of entering each user’s data one by one leading to wastage of time and effort. 
 
To upload user data in bulk, you can follow these steps:
 
Go to Menu > Import Data > Users 


 

There is a spreadsheet provided on this screen.


Here, there are multiple steps that users can take to import their data. These are:

Users can enter their data in the given table.  

In the form, certain parameters have been marked with an asterisk (*), these parameters are mandatory to be filled for data to be saved.  


 

 

 

When we click on save without filling in these parameters, we get the following error. 

 

 


 

 Users need to fill the following parameters in the table:

 

The name and email address of the user need to be mentioned. 

The role, contact number and reporting manager need to be specified. 
The department and location need to be mentioned. 
The single sign-on username of the user needs to be given. 
We need to select if we want to track the user’s location or not. 

The default screen that opens when the users log in to the application needs to be mentioned. 

​And finally, the time zone in which the user is in needs to be mentioned. This is useful if we have multiple locations across multiple time zones. 

 

After entering the data, click on save. The data will be uploaded. 

 

 

 


 

Users can download an excel template, fill it, and upload it to upload the data.  

To download the template, click on the download template button.

 


 

An excel sheet will be downloaded with the same columns as on the sheet in the application. 

 


 

Fill the excel sheet with relevant data. Ensure that all the details marked as mandatory (*) in the table given on the users’ page are filled in the excel sheet. 

 


 

Click on the upload button to upload the excel sheet and select the file that you want to upload.  

 

 


 


 

The spreadsheet given in the import users menu will be populated with the data provided in the excel sheet.

 

 

 

 

 Click on save. The data will be uploaded. 

 

 Users can download and view sample data to understand how to add data to the excel sheet template. 

 

To download and view sample data, click on the download reference file button, and open the excel file that is downloaded. 

 


 



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