Tagged Assets

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Tagged Assets Overview

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 asset.

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 Manage Assets > Tagged Assets page, click on the Add Manually button. Fill in the form on the new page

To edit the record, find it on the table, then go to Actions > Edit.

Option 2 – Import many assets using a CSV file

Go to Manage Assets > Tagged Assets page, click on the Import From CSV button. 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 Manage Assets > Tagged Assets page, click on the Scan To Spreadsheet button. On the new page, use our smartphone app to scan barcodes or NFC tags, then populate the rest of 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.