Asset Tagging Overview
In your account, Tagged Assets is where all the details about your assets are. This is also the main point of entry for adding assets to the platform.
In order to add assets, you first need to customize the Asset Tagging Data Capture fields so that you can gather the details you need about the assets.
When adding assets, each asset record will need a unique identifier (a unique ID e.g serial numbers, etc). This is what will be used when scanning barcodes or NFC tags.
Adding assets from the web app
Option 1 – Add asset records individually
Go to the Manage Assets > Tagged Assets page, click on the Add New Records button > Add A Single Record, then fill out the form on the page that follows.
To edit a record, find it on the table, then go to Actions > Edit.
Option 2 – Import many assets using a CSV file
Go to the Manage Assets > Tagged Assets page, then click on the Add New Records button > Import From CSV. Upload a CSV file based on the guidelines shown on the new page.
Existing records can be edited by uploading the CSV, provided that the Barcode/NFC Tag ID is the same.
Option 3 – Use an online spreadsheet
Go to the Manage Assets > Tagged Assets page, then click on the Add New Records button > Scan To Spreadsheet. On the new page, use our smartphone app to scan barcodes or NFC tags, then populate the rest of the spreadsheet.
Option 4 – Use Bluetooth, USB or Wireless scanners
Go to the Bluetooth & USB scanners page, then choose Asset Tagging from the dropdown menu.
When barcodes are then scanned, the spreadsheet at the bottom of the page will be populated with the scanned values. You then need to fill in the rest of the cells with the corresponding data, then save the spreadsheet.
Adding assets from the smartphone app
If you have barcodes or NFC tags, you can scan them using our iOS & Android apps, then fill in the form with your asset details.
On the smartphone app, go to Tag Assets – Add/Update Assets.
On the tagged assets table, the Last Activity status shows what was last done on an asset. To reset it to the default “Available” status, simply edit the asset’s record.
Adding assets via automated workflows
Using Zapier, you can automate how assets are added to your account from other platforms. For example, you could edit a Google Sheet or Excel Online spreadsheet row, and have the data on that row automatically used to create an asset.
You first need to set up a Zap trigger.
After that, choose the app Ventipix Asset & Inventory Manager, and the action Create Asset.
Click on Continue, then authenticate your account.
In the step that follows, map data from your Zap trigger on to the fields that you want to populate automatically.
Proceed to then test the integration, and turn the Zap on.
Using Microsoft Power Automate
Using Microsoft Power Automate, you can also automate how assets are added to your account from other platforms (flows). For example, you could set up a trigger or schedule whereby data from the source platform is automatically used to create an asset in your account.
In your Power Automate account, set up a new flow, for example, “Automated – from blank” or “Scheduled – from blank“.
After that, choose the connector with the data source, and its appropriate action. If using Excel, you would choose, “list rows present in a table“. For example:
If using Google Sheets, you would choose, “Get rows“. For example:
Once the connector has been set up with all its authentication requirements, and file location details, proceed to add a new step.
In this new step, search for “Ventipix Asset and Inventory” connector. Then, under its Action menu, select, “Create an asset or inventory record“.
In the new prompt, under the Services dropdown, select “Asset Tagging”.
In the input fields that will then be displayed, select the dynamic content that should go on to them.
On the “Apply to each” prompt, click on the “Create an asset or inventory record” title to expand it.
After that, continue to populate the necessary or required fields with more dynamic content. For example:
Once that’s done, save the entire flow set up, then let it run.
If needed, you can of course add further steps in the workflow.