Overview
The Equipment Uploader allows you to quickly add or update multiple pieces of equipment in ZippyAssist by uploading a CSV file. This feature streamlines equipment management by letting you bulk import data directly into the dashboard.
The upload page has two tabs: Import Equipment, for adding or updating equipment records, and Update Status, for bulk activating or deactivating equipment you already have (covered below).
How to Upload Equipment Data
1. Access the Equipment Uploader
Navigate to the Equipment Items section in the ZippyAssist dashboard.
Click the Actions button at the top of the screen and select Upload.
This will take you to the Equipment File Upload page.
2. Download the Example File (Optional)
For best results, click Download Example File to get a properly formatted CSV template. Ensure your data aligns with the template structure before uploading.
3. Prepare Your CSV File
The file must be in CSV format.
Ensure the header names match the required fields in the Example File (recommended).
Required fields:
ASSET_ID – Unique primary key (cannot be duplicated).
EQ_TYPE – Equipment type.
NAME – Equipment name.
Additional fields (optional but useful for dashboard reporting):
TAG_ID – Alias of the primary key (must be unique).
ACC_NAME – Associated account name.
DESC – Equipment description.
LOC_ID – Location ID for tracking.
LOC_NAME – Name of the equipment’s location.
LOC_ADDR – Full address of the equipment’s location.
LOC_LAT / LOC_LON – Latitude & longitude for precise mapping.
4. Upload the CSV File
Drag and drop your CSV file into the upload area, or click to select a file from your device.
The file must not exceed 25MB.
5. Mapping Fields (If Needed)
If your CSV headers match the system’s expected fields, ZippyAssist will automatically map them.
If headers do not match, manually select the correct column for each field.
6. Validation Process
Once mapped, click Validate to check your data:
The system will scan for errors (e.g., duplicate ASSET_ID, missing required fields).
If errors are found, a detailed list will be displayed for correction.
If no errors are found, a preview of the uploaded data will appear.
7. Confirm & Import
Review the data preview.
If everything looks correct, click Upload to finalize the import.
The new equipment data will now be available in ZippyAssist.
Updating Equipment Status via CSV
The Update Status tab on the upload page lets you bulk activate or deactivate equipment you already have in ZippyAssist — no need to re-import full equipment records. Your CSV only needs two columns:
ASSET_ID – identifies the piece of equipment. (You can use TAG_ID instead if that's how you identify your machines.)
STATUS – the status to apply: active or inactive (true/false also works).
Click Download Example File on the Update Status tab for a correctly formatted template, then drag and drop your file the same way as a regular import — validate, review the preview, and confirm. Matching equipment is immediately marked active or inactive.
For more on why equipment status matters and other tools for keeping it accurate, see Reviewing and Managing Equipment Status.
Troubleshooting Common Issues
Issue | Cause | Solution |
Duplicate ASSET_ID/TAG_ID | The file contains repeated values for ASSET_ID or TAG_ID. | Ensure all entries have unique identifiers. |
Missing Required Fields | ASSET_ID, EQ_TYPE, and NAME are mandatory. | Add missing values before re-uploading. |
Incorrect Field Mapping | CSV headers do not match the expected format. | Manually select the correct fields during mapping. |
File Too Large | CSV file exceeds 25MB. | Reduce file size by splitting large uploads into smaller files. |
If you have any questions please reach out to us for support.