Import Data and Use Scan, Step by Step

Plan and import

1. 01Decide your goal first. A good first import creates or updates critical assets, assigns them to the right facility, and adds enough detail to identify equipment in the field. Avoid fixing every historical problem in one pass.
2. 02Upload your spreadsheet on the Import page. Rivolq inspects columns, infers field mappings, and builds a review batch. Keep the browser open until the review screen is ready.
3. 03Confirm column mappings before editing rows. Check asset name, facility, location, asset tag, serial number, model, manufacturer, category, status, criticality, vendor, PM frequency, and part details.

Review and commit

1. 01Fix validation issues, starting with errors, then warnings, then duplicates. Use row editing for unique issues and bulk actions for repeated values.
2. 02Resolve duplicates: Update an existing asset, Create only when truly different, or Skip rows that should not import.
3. 03Read the commit preview for creates, updates, vendor, PM, parts, source evidence, skipped, plan-limit, and deduped rows. Investigate surprising numbers, then commit.

Scan and label

Use scan to open an asset from a QR label, confirm the right equipment, find open work orders, and document field work. Print labels only after the asset list is clean and each asset exists once with correct facility and location.