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Preparing your inventory for import
Preparing your inventory for import

Preparing your inventory can feel like an overwhelming task - we are here to help!

Updated this week

If you have been tracking your equipment and serial numbers in a spreadsheet, this is likely all we need to get your upload into good shape.

At minimum we require:

  1. Item Name​ (e.g. OVAL POWER 2500 TRIPLE Carabiner)

  2. Serial Number (unique identifier)

  3. Product Category (e.g. Carabiners / Connectors. This is a fallback if the product is not known in our database and may not always be necessary)

Important:

  • Each item of equipment must be on its own row.

  • Each data point (part number, serial number, date of manufacturer) must be in it’s own cell. For example, please do not combine product and manufacturer together in the same cell.

​If you have further details about your equipment that you would like to include, we can also import:

  • Alternative ID

  • Part Number

  • Date of First Use

  • Date of Manufacture

  • Batch Number

  • Purchase Order

  • Last Inspection Date

  • Expiry Date

  • Next Inspection Date

  • Previous Inspection Notes (last inspection notes only)

  • Team Member

  • Staff Member

  • If the item belongs to a Group (Kit Bag, Location, Vehicle, Client, Staff, or Equipment Type)

If you don't have this information, that's ok—starting simple is absolutely fine!
Our system will fill out additional information from our equipment database.

Below are some example spreadsheets showing the types of data we typically work with:


If you would like us to provide you with an inventory spreadsheet template, please request this from [email protected]

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