Import and Export Data
TrackMyAssets provides robust import and export capabilities to help you manage your data efficiently.
Exporting Data
All tiers can export data in CSV or XLSX format. Navigate to any list view and click the Export button.
Exportable Data Types
- Assets: Complete asset inventory with all fields
- Vendors: Vendor contact and purchase information
- Manufacturers: Manufacturer details and contact info
- Categories: Category hierarchy and descriptions
- Locations: Location names and addresses
- Employees: Employee records (Premium+ tiers)
Bulk Import
Bulk import is available on Premium+ tiers and allows you to import large amounts of data quickly.
Supported Import Types
- Assets
- Vendors
- Manufacturers
- Employees
How to Import
- Navigate to Settings > Import/Export
- Select the data type you want to import
- Download the template file for reference
- Prepare your data in CSV or XLSX format matching the template
- Upload your file
- Review the preview and mapping
- Confirm the import
Import Tips
- Always download and use the template to ensure correct column headers
- Dates should be in YYYY-MM-DD format
- Currency values should be numbers without symbols
- Leave optional fields blank rather than entering placeholder text
- Check for duplicates before importing
Employee Import Presets
For employee imports, we offer presets for popular HR/payroll systems:
- ADP: Import directly from ADP exports
- Gusto: Compatible with Gusto employee reports
- Paychex: Matches Paychex export format
- Paylocity: Works with Paylocity employee data
Select the appropriate preset when importing to automatically map columns correctly.