Search Help

FAQs / How do I mass upload and associate the documents and images that are saved on my hard drive?

You can directly upload a maximum of 10 documents and images at a time from Items > Documents > Upload. You can also mass import documents and images and associate them to items through an Excel import. For this, you will need to first upload your documents to the cloud and then enter their hyperlinks into the excel file. One way of doing this is using Dropbox.

To learn more about how to import images and documents from Excel go here. 

Dropbox

Step 1: Create a Free Dropbox account and upload all your documents and images to it. Make sure you create a public link for each of the documents uploaded (From Document Name > Share > Create a Link). 

Step 2: Export an Excel file with a list of all your assets and their AINs. You can get this Excel file for assets from More > Reports > Asset Reports > All Active Assets. Delete all the extra columns from your excel file but keep a column for asset number, name and documents.

Step 3: Populate this excel file with the Dropbox links of the documents against relevant assets. Note that Dropbox links end with “dl=0” and need to be updated to “raw=1”. For example, the link “https://www.dropbox.com/s/buz195ijl5ct6nv/1a.PNG?dl=0” needs to be “https://www.dropbox.com/s/buz195ijl5ct6nv/1a.PNG?raw=1”

Step 4: Upload your Excel file from Items > Assets > Import from Excel Sheet > Update Existing Assets. Make sure to map the column with your document URLs to ‘Document Attachments’ upon import.

To learn more about Excel imports, go here.

Posted in: Dropbox, Importing Data

Share this:
Share