How do I move assets from one property to another?
Transferring assets from one property to another is typically done using the data importer.
The only trouble with transferring assets across to another property is that you will lose all remarks, photos, and links to quotes that exist on those assets. You'll also lose timeline notes and history of services. This is due to these being linked to the property itself. Essentially the 'asset information' will pull across, but any work that you've done on those assets won't, including history.
Therefore, sometimes it is easier to do this asset move manually, despite it taking longer, because the import will only give you the shell of the asset. We'd recommend using the importer for sites with 10+assets.
If you would like to go ahead with importing your asset information across to a new site, here's what you can do to transfer them:
- Grab the assets from either the property or the task. Go to the property and access the assets tab and download the CSV.
- Delete any columns that are blank and have no information in them.
- Change the property name and reference to the NEW property that you want to switch the assets across to. The most important step!
- Make sure all your headings are in lowercase, and all headings with multiple words have an underscore between them. For example Base Date would be base_date. You can always check out what the headings should be via the asset data importer spreadsheet, on the importer page.
- Export your new spreadsheet as a CSV.
- Go to the importer on your system via the tools tab, and pick the import type 'Assets' from the dropdown menu. Label your import if you'd like.
- Import your file, and press Start.
Any errors at this stage will be indicated in the preview. You'll need to solve these before going ahead with the final import - if you do get stuck at this stage, please follow up with our support team to assist you.
We have a video on the data importer here
We also have a helpful article describing required fields for data imports here.