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Inventory Uploader

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Written by Sara Brace
Updated over 12 months ago

Overview

Our Inventory Uploader uses a CSV email integration to add new assets to a company. This is an “automated” way to keep a customer’s asset list up-to-date. They can add new assets to the system and update existing ones with new information.

Features & Benefits

The primary use case for our Inventory Uploader is: putting data in the app.

  • Customers use our Inventory Uploader to create assets in Record360, so they have a current asset list directly in our system

  • They also use our Inventory Uploader to autocomplete asset information during in the inspection process (e.g. pre-fill the Serial No, Make, Model, Year on an asset, directly in a checklist)

  • More sophisticated customers have used the Inventory Uploader to pull customer / contract data into Digital Forms as well

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